Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Rocket Companies RKT Stock Holding History

Cambridge Investment Research Advisors’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 		$862K Sell
54,753
-6,713
-11% -$96.8K ﹤0.01% 2446
2026
Q1 		$876K Sell
61,466
-11,084
-15% -$202K ﹤0.01% 2290
2025
Q4 		$1.41M Buy
72,550
+3,310
+5% +$59.2K ﹤0.01% 1828
2025
Q3 		$1.34M Buy
69,240
+43,358
+168% +$756K ﹤0.01% 1815
2025
Q2 		$367K Buy
25,882
+71
+0.3% +$921 ﹤0.01% 2814
2025
Q1 		$312K Sell
25,811
-2,185
-8% -$28.2K ﹤0.01% 2834
2024
Q4 		$315K Buy
27,996
+2,507
+10% +$37.3K ﹤0.01% 2795
2024
Q3 		$489K Sell
25,489
-11,572
-31% -$203K ﹤0.01% 2438
2024
Q2 		$508K Sell
37,061
-747
-2% -$10.1K ﹤0.01% 2288
2024
Q1 		$550K Sell
37,808
-2,810
-7% -$34.9K ﹤0.01% 2204
2023
Q4 		$588K Sell
40,618
-13,657
-25% -$131K ﹤0.01% 2062
2023
Q3 		$444K Sell
54,275
-5,902
-10% -$59.7K ﹤0.01% 2184
2023
Q2 		$539K Sell
60,177
-3,208
-5% -$27.9K ﹤0.01% 2075
2023
Q1 		$574K Buy
63,385
+2,360
+4% +$20.4K ﹤0.01% 1993
2022
Q4 		$427K Sell
61,025
-2,526
-4% -$18.4K ﹤0.01% 2143
2022
Q3 		$402K Buy
63,551
+1,003
+2% +$8.72K ﹤0.01% 2116
2022
Q2 		$460K Sell
62,548
-4,362
-7% -$37.7K ﹤0.01% 2024
2022
Q1 		$744K Sell
66,910
-2,514
-4% -$31.1K ﹤0.01% 1800
2021
Q4 		$972K Sell
69,424
-2,618
-4% -$41.7K ﹤0.01% 1597
2021
Q3 		$1.16M Buy
72,042
+3,174
+5% +$55.5K 0.01% 1419
2021
Q2 		$1.33M Buy
68,868
+29,425
+75% +$596K 0.01% 1339
2021
Q1 		$911K Sell
39,443
-53,576
-58% -$1.2M ﹤0.01% 1492
2020
Q4 		$1.88M Buy
93,019
+41,332
+80% +$872K 0.01% 949
2020
Q3 		$1.03M Buy
+51,687
New +$1.21M 0.01% 1176

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

Cambridge Investment Research Advisors's RKT Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Rocket Companies (RKT) stake by 11% in Q2 2026, selling an estimated $96.8K and leaving 54,753 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Cambridge Investment Research Advisors first reported a position in RKT in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.88M in Q4 2020. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Cambridge Investment Research Advisors held 54,753 shares of Rocket Companies worth $862K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 6,713 Rocket Companies shares in Q2 2026, an estimated $96.8K.
  • Rocket Companies made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2446 holding.
  • Cambridge Investment Research Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 24 quarters since.
  • Cambridge Investment Research Advisors's Rocket Companies position peaked at $1.88M in Q4 2020.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.