Capital Asset Advisory Services’s Rocket Companies RKT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$341K Buy
+21,668
New +$312K 0.01% 261
2024
Q3
Sell
-10,879
Closed -$144K 339
2024
Q2
$144K Buy
+10,879
New +$147K 0.01% 312
2021
Q1
Sell
-1,920
Closed -$39K 1323
2020
Q4
$39K Buy
+1,920
New +$40.5K 0.01% 679

Other funds holding RKT

Capital Asset Advisory Services's RKT Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Rocket Companies (RKT) in Q2 2026: 21,668 shares worth $341K. The stake represents 0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in RKT as recently as Q2 2024.

Capital Asset Advisory Services first reported a position in RKT in Q4 2020 and has held it in 3 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Capital Asset Advisory Services held 21,668 shares of Rocket Companies worth $341K as of Q2 2026.
  • Rocket Companies was a new Capital Asset Advisory Services position in Q2 2026.
  • Rocket Companies made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #261 holding.
  • Capital Asset Advisory Services first reported a position in Rocket Companies in Q4 2020 and has held it in 3 quarters since.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.