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Callan Family Office’s Rocket Companies RKT Stock Holding History

Callan Family Office’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 		$208K Buy
13,229
+1,091
+9% +$15.7K ﹤0.01% 1136
2026
Q1 		$173K Sell
12,138
-7,973
-40% -$145K ﹤0.01% 1073
2025
Q4 		$389K Buy
+20,111
New +$360K 0.01% 852

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

Callan Family Office's RKT Position: Q2 2026 in Review

Callan Family Office increased its Rocket Companies (RKT) stake by 9% in Q2 2026, buying an estimated $15.7K and bringing the position to 13,229 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Callan Family Office first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q4 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Callan Family Office held 13,229 shares of Rocket Companies worth $208K as of Q2 2026.
  • Callan Family Office bought 1,091 Rocket Companies shares in Q2 2026, an estimated $15.7K.
  • Rocket Companies made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1136 holding.
  • Callan Family Office first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's Rocket Companies position peaked at $389K in Q4 2025.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.