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Bluebird Wealth Management’s Rocket Companies RKT Stock Holding History

Bluebird 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 		– Sell
-26,843
Closed -$383K – 96
2026
Q1 		$383K Buy
26,843
+633
+2% +$11.5K 0.39% 59
2025
Q4 		$507K Buy
+26,210
New +$469K 0.47% 58

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

Bluebird Wealth Management's RKT Position: Q2 2026 in Review

Bluebird Wealth Management sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 26,843 shares — an estimated $383K sold.

Bluebird Wealth Management first reported a position in RKT in Q4 2025 and held it in 2 quarters. The position peaked at $507K in Q4 2025. 790 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Bluebird Wealth Management reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Bluebird Wealth Management sold 26,843 Rocket Companies shares in Q2 2026, an estimated $383K.
  • Bluebird Wealth Management first reported a position in Rocket Companies in Q4 2025 and held it in 2 quarters.
  • Bluebird Wealth Management's Rocket Companies position peaked at $507K in Q4 2025.
  • 790 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Bluebird Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.