Capital Advisors Ltd’s Rocket Companies RKT Stock Holding History

Capital Advisors Ltd’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	$39K	Hold	2,449	–	–	﹤0.01%	563
2026 Q1	$35K	Sell	2,449 -44	-2%	-$800	﹤0.01%	569
2025 Q4	$48K	Buy	2,493 +44	+2%	+$787	0.01%	485
2025 Q3	$47K	Buy	+2,449	New	+$42.7K	0.01%	483
2023 Q2	–	Sell	-1,000	Closed	-$9K	–	1505
2023 Q1	$9K	Buy	1,000 +975	+3,900%	+$8.41K	﹤0.01%	582
2022 Q4	$0	Sell	25 -51	-67%	-$372	﹤0.01%	1570
2022 Q3	$0	Buy	+76	New	+$661	﹤0.01%	1473

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

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

Capital Advisors Ltd held its Rocket Companies (RKT) position steady in Q2 2026 at 2,449 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Capital Advisors Ltd first reported a position in RKT in Q3 2022 and has held it in 7 quarters since. The position peaked at $48K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Capital Advisors Ltd held 2,449 shares of Rocket Companies worth $39K as of Q2 2026.
Capital Advisors Ltd left its Rocket Companies share count unchanged in Q2 2026.
Rocket Companies made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #563 holding.
Capital Advisors Ltd first reported a position in Rocket Companies in Q3 2022 and has held it in 7 quarters since.
Capital Advisors Ltd's Rocket Companies position peaked at $48K in Q4 2025.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.