CAPTRUST Financial Advisors’s Rocket Companies RKT Stock Holding History

CAPTRUST Financial 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	$1.12M	Buy	70,966 +46,920	+195%	+$676K	﹤0.01%	1686
2026 Q1	$343K	Sell	24,046 -4,208	-15%	-$76.6K	﹤0.01%	2300
2025 Q4	$547K	Buy	28,254 +13,499	+91%	+$241K	﹤0.01%	1846
2025 Q3	$286K	Buy	+14,755	New	+$257K	﹤0.01%	2198
2022 Q3	–	Sell	-4,451	Closed	-$33K	–	3629
2022 Q2	$33K	Buy	4,451 +2,851	+178%	+$24.6K	﹤0.01%	3057
2022 Q1	$18K	Sell	1,600 -119	-7%	-$1.47K	﹤0.01%	3460
2021 Q4	$24K	Buy	1,719 +1,052	+158%	+$16.8K	﹤0.01%	3175
2021 Q3	$11K	Sell	667 -152	-19%	-$2.66K	﹤0.01%	3558
2021 Q2	$16K	Buy	819 +241	+42%	+$4.88K	﹤0.01%	3271
2021 Q1	$13K	Sell	578 -7,622	-93%	-$170K	﹤0.01%	3290
2020 Q4	$166K	Sell	8,200 -3,000	-27%	-$63.3K	﹤0.01%	1273
2020 Q3	$254K	Buy	+11,200	New	+$261K	﹤0.01%	936

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

CAPTRUST Financial Advisors's RKT Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Rocket Companies (RKT) stake by 195% in Q2 2026, buying an estimated $676K and bringing the position to 70,966 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

CAPTRUST Financial Advisors first reported a position in RKT in Q3 2020 and has held it in 12 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

CAPTRUST Financial Advisors held 70,966 shares of Rocket Companies worth $1.12M as of Q2 2026.
CAPTRUST Financial Advisors bought 46,920 Rocket Companies shares in Q2 2026, an estimated $676K.
Rocket Companies made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1686 holding.
CAPTRUST Financial Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 12 quarters since.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.