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Bogart Wealth LLC’s Rocket Companies RKT Stock Holding History

Bogart Wealth LLC’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 		$457 Buy
29
+27
+1,350% +$389 ﹤0.01% 1824
2026
Q1 		$29 Hold
2
– – ﹤0.01% 1786
2025
Q4 		$39 Hold
2
– – ﹤0.01% 1570
2025
Q3 		$39 Buy
+2
New +$35 ﹤0.01% 1515
2022
Q1 		– Sell
-30
Closed – – 838
2021
Q4 		$0 Buy
+30
New +$478 ﹤0.01% 804

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

Bogart Wealth LLC's RKT Position: Q2 2026 in Review

Bogart Wealth LLC increased its Rocket Companies (RKT) stake by 1,350% in Q2 2026, buying an estimated $389 and bringing the position to 29 shares worth $457. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Bogart Wealth LLC first reported a position in RKT in Q4 2021 and has held it in 5 quarters since. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Bogart Wealth LLC held 29 shares of Rocket Companies worth $457 as of Q2 2026.
  • Bogart Wealth LLC bought 27 Rocket Companies shares in Q2 2026, an estimated $389.
  • Rocket Companies made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1824 holding.
  • Bogart Wealth LLC first reported a position in Rocket Companies in Q4 2021 and has held it in 5 quarters since.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.