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Beacon Pointe Advisors’s Rocket Companies RKT Stock Holding History

Beacon Pointe Advisors’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 		$279K Sell
17,717
-10,146
-36% -$146K ﹤0.01% 1644
2026
Q1 		$397K Buy
27,863
+893
+3% +$16.2K ﹤0.01% 1393
2025
Q4 		$522K Buy
26,970
+12,932
+92% +$231K ﹤0.01% 1061
2025
Q3 		$272K Buy
+14,038
New +$245K ﹤0.01% 1218

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Pointe Advisors's RKT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Rocket Companies (RKT) stake by 36% in Q2 2026, selling an estimated $146K and leaving 17,717 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Beacon Pointe Advisors first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $522K in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Beacon Pointe Advisors held 17,717 shares of Rocket Companies worth $279K as of Q2 2026.
  • Beacon Pointe Advisors sold 10,146 Rocket Companies shares in Q2 2026, an estimated $146K.
  • Rocket Companies made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1644 holding.
  • Beacon Pointe Advisors first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's Rocket Companies position peaked at $522K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.