Bay Harbor Wealth Management’s Rocket Companies RKT Stock Holding History

Bay Harbor Wealth Management’s Portfolio RKT Stock Details RKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$693	Buy	44 +29	+193%	+$418	﹤0.01%	998
2026 Q1	$213	Buy	15 +3	+25%	+$55	﹤0.01%	1141
2025 Q4	$232	Buy	12 +9	+300%	+$161	﹤0.01%	1093
2025 Q3	$58	Buy	3 +1	+50%	+$17	﹤0.01%	1229
2025 Q2	$28	Buy	2 +1	+100%	+$13	﹤0.01%	1232
2025 Q1	$12	Buy	+1	New	+$13	﹤0.01%	1137

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bay Harbor Wealth Management's RKT Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Rocket Companies (RKT) stake by 193% in Q2 2026, buying an estimated $418 and bringing the position to 44 shares worth $693. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Bay Harbor Wealth Management first reported a position in RKT in Q1 2025 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Bay Harbor Wealth Management held 44 shares of Rocket Companies worth $693 as of Q2 2026.
Bay Harbor Wealth Management bought 29 Rocket Companies shares in Q2 2026, an estimated $418.
Rocket Companies made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #998 holding.
Bay Harbor Wealth Management first reported a position in Rocket Companies in Q1 2025 and has held it in 6 quarters since.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.