Brinker Capital Investments’s Rocket Companies RKT Stock Holding History

Brinker Capital Investments’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	$338K	Buy	21,475 +9,069	+73%	+$131K	﹤0.01%	1592
2026 Q1	$177K	Sell	12,406 -22,229	-64%	-$404K	﹤0.01%	1882
2025 Q4	$671K	Buy	+34,635	New	+$619K	﹤0.01%	1457
2024 Q4	–	Sell	-10,807	Closed	-$207K	–	1896
2024 Q3	$207K	Sell	10,807 -2,430	-18%	-$42.6K	﹤0.01%	1697
2024 Q2	$181K	Buy	+13,237	New	+$179K	﹤0.01%	1652

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

Brinker Capital Investments's RKT Position: Q2 2026 in Review

Brinker Capital Investments increased its Rocket Companies (RKT) stake by 73% in Q2 2026, buying an estimated $131K and bringing the position to 21,475 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Brinker Capital Investments first reported a position in RKT in Q2 2024 and has held it in 5 quarters since. The position peaked at $671K in Q4 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Brinker Capital Investments held 21,475 shares of Rocket Companies worth $338K as of Q2 2026.
Brinker Capital Investments bought 9,069 Rocket Companies shares in Q2 2026, an estimated $131K.
Rocket Companies made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1592 holding.
Brinker Capital Investments first reported a position in Rocket Companies in Q2 2024 and has held it in 5 quarters since.
Brinker Capital Investments's Rocket Companies position peaked at $671K in Q4 2025.
797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.