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Beirne Wealth Consulting Services’s Rocket Companies RKT Stock Holding History

Beirne Wealth Consulting Services’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 		$390K Sell
24,750
-11,000
-31% -$159K 0.08% 69
2026
Q1 		$509K Sell
35,750
-22,000
-38% -$400K 0.14% 66
2025
Q4 		$1.12M Buy
+57,750
New +$1.03M 0.32% 48

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

Beirne Wealth Consulting Services's RKT Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its Rocket Companies (RKT) stake by 31% in Q2 2026, selling an estimated $159K and leaving 24,750 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #69.

Beirne Wealth Consulting Services first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 790 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Beirne Wealth Consulting Services held 24,750 shares of Rocket Companies worth $390K as of Q2 2026.
  • Beirne Wealth Consulting Services sold 11,000 Rocket Companies shares in Q2 2026, an estimated $159K.
  • Rocket Companies made up 0.08% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #69 holding.
  • Beirne Wealth Consulting Services first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Beirne Wealth Consulting Services's Rocket Companies position peaked at $1.12M in Q4 2025.
  • 790 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.