Blue Trust Inc’s Rocket Companies RKT Stock Holding History

Blue Trust Inc’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	$69.6K	Hold	4,416	–	–	﹤0.01%	1199
2026 Q1	$62.9K	Sell	4,416 -103	-2%	-$1.87K	﹤0.01%	1231
2025 Q4	$87.5K	Buy	4,519 +4,491	+16,039%	+$80.3K	﹤0.01%	1127
2025 Q3	$543	Buy	+28	New	+$488	﹤0.01%	2413
2025 Q2	–	Sell	-874	Closed	-$10.5K	–	2583
2025 Q1	$10.5K	Hold	874	–	–	﹤0.01%	1870
2024 Q4	$9.84K	Sell	874 -5,564	-86%	-$82.8K	﹤0.01%	1908
2024 Q3	$88.2K	Buy	6,438 +2,261	+54%	+$39.7K	﹤0.01%	1285
2024 Q2	$60.8K	Buy	+4,177	New	+$56.5K	﹤0.01%	1173
2024 Q1	–	Sell	-184	Closed	-$2K	–	2618
2023 Q4	$2K	Buy	+184	New	+$1.76K	﹤0.01%	2202
2023 Q2	–	Sell	-51	Closed	–	–	2436
2023 Q1	$0	Buy	51 +25	+96%	+$216	﹤0.01%	2576
2022 Q4	$0	Buy	+26	New	+$190	﹤0.01%	2426

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

Blue Trust Inc's RKT Position: Q2 2026 in Review

Blue Trust Inc held its Rocket Companies (RKT) position steady in Q2 2026 at 4,416 shares worth $69.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Blue Trust Inc first reported a position in RKT in Q4 2022 and has held it in 11 quarters since. The position peaked at $88.2K in Q3 2024. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Blue Trust Inc held 4,416 shares of Rocket Companies worth $69.6K as of Q2 2026.
Blue Trust Inc left its Rocket Companies share count unchanged in Q2 2026.
Rocket Companies made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1199 holding.
Blue Trust Inc first reported a position in Rocket Companies in Q4 2022 and has held it in 11 quarters since.
Blue Trust Inc's Rocket Companies position peaked at $88.2K in Q3 2024.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.