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Capital Advisors Inc’s Rocket Companies RKT Stock Holding History

Capital Advisors Inc’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 		$629K Buy
39,940
+15,948
+66% +$230K 0.01% 206
2026
Q1 		$342K Buy
+23,992
New +$436K 0.01% 277
2021
Q1 		– Sell
-697,695
Closed -$14.1M – 243
2020
Q4 		$14.1M Buy
697,695
+12,528
+2% +$264K 0.5% 73
2020
Q3 		$13.7M Buy
+685,167
New +$16M 0.55% 68

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

Capital Advisors Inc's RKT Position: Q2 2026 in Review

Capital Advisors Inc increased its Rocket Companies (RKT) stake by 66% in Q2 2026, buying an estimated $230K and bringing the position to 39,940 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #206.

Capital Advisors Inc first reported a position in RKT in Q3 2020 and has held it in 4 quarters since. The position peaked at $14.1M in Q4 2020. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Capital Advisors Inc held 39,940 shares of Rocket Companies worth $629K as of Q2 2026.
  • Capital Advisors Inc bought 15,948 Rocket Companies shares in Q2 2026, an estimated $230K.
  • Rocket Companies made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #206 holding.
  • Capital Advisors Inc first reported a position in Rocket Companies in Q3 2020 and has held it in 4 quarters since.
  • Capital Advisors Inc's Rocket Companies position peaked at $14.1M in Q4 2020.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.