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Carrera Capital Advisors’s Rocket Companies RKT Stock Holding History

Carrera Capital 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 		$443K Buy
28,127
+7,530
+37% +$109K 0.07% 138
2026
Q1 		$294K Buy
+20,597
New +$375K 0.05% 141

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

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

Carrera Capital Advisors increased its Rocket Companies (RKT) stake by 37% in Q2 2026, buying an estimated $109K and bringing the position to 28,127 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #138.

Carrera Capital Advisors first reported a position in RKT in Q1 2026 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Carrera Capital Advisors held 28,127 shares of Rocket Companies worth $443K as of Q2 2026.
  • Carrera Capital Advisors bought 7,530 Rocket Companies shares in Q2 2026, an estimated $109K.
  • Rocket Companies made up 0.07% of Carrera Capital Advisors's portfolio in Q2 2026, its #138 holding.
  • Carrera Capital Advisors first reported a position in Rocket Companies in Q1 2026 and has held it in 2 quarters since.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.