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Bell Investment Advisors’s Rocket Companies RKT Stock Holding History

Bell Investment 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 		$1.56K Sell
99
-230
-70% -$3.32K ﹤0.01% 1418
2026
Q1 		$4.69K Buy
329
+204
+163% +$3.71K ﹤0.01% 987
2025
Q4 		$2.42K Buy
+125
New +$2.23K ﹤0.01% 1279
2021
Q4 		$1K Buy
59
+6
+11% +$96 ﹤0.01% 1577
2021
Q3 		$1K Buy
+53
New +$926 ﹤0.01% 1539

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

Bell Investment Advisors's RKT Position: Q2 2026 in Review

Bell Investment Advisors reduced its Rocket Companies (RKT) stake by 70% in Q2 2026, selling an estimated $3.32K and leaving 99 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Bell Investment Advisors first reported a position in RKT in Q3 2021 and has held it in 5 quarters since. The position peaked at $4.69K in Q1 2026. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Bell Investment Advisors held 99 shares of Rocket Companies worth $1.56K as of Q2 2026.
  • Bell Investment Advisors sold 230 Rocket Companies shares in Q2 2026, an estimated $3.32K.
  • Rocket Companies made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1418 holding.
  • Bell Investment Advisors first reported a position in Rocket Companies in Q3 2021 and has held it in 5 quarters since.
  • Bell Investment Advisors's Rocket Companies position peaked at $4.69K in Q1 2026.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.