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Bradley & Co Private Wealth Management’s Rocket Companies RKT Stock Holding History

Bradley & Co Private 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 		$5.48K Hold
348
– – ﹤0.01% 161
2026
Q1 		$4.96K Hold
348
– – ﹤0.01% 157
2025
Q4 		$6.74K Hold
348
– – ﹤0.01% 143
2025
Q3 		$6.74K Buy
+348
New +$6.07K ﹤0.01% 139

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

Bradley & Co Private Wealth Management's RKT Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Rocket Companies (RKT) position steady in Q2 2026 at 348 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Bradley & Co Private Wealth Management first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.74K in Q3 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Bradley & Co Private Wealth Management held 348 shares of Rocket Companies worth $5.48K as of Q2 2026.
  • Bradley & Co Private Wealth Management left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Bradley & Co Private Wealth Management first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • Bradley & Co Private Wealth Management's Rocket Companies position peaked at $6.74K in Q3 2025.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.