CCWM
RKT icon

Cassaday & Co Wealth Management’s Rocket Companies RKT Stock Holding History

Cassaday & Co Wealth Management’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 		$33.4K Sell
2,119
-291
-12% -$4.2K ﹤0.01% 695
2026
Q1 		$34.3K Buy
+2,410
New +$43.8K ﹤0.01% 687

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

Cassaday & Co Wealth Management's RKT Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Rocket Companies (RKT) stake by 12% in Q2 2026, selling an estimated $4.2K and leaving 2,119 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Cassaday & Co Wealth Management first reported a position in RKT in Q1 2026 and has held it in 2 quarters since. The position peaked at $34.3K in Q1 2026. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,119 shares of Rocket Companies worth $33.4K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 291 Rocket Companies shares in Q2 2026, an estimated $4.2K.
  • Rocket Companies made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #695 holding.
  • Cassaday & Co Wealth Management first reported a position in Rocket Companies in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Rocket Companies position peaked at $34.3K in Q1 2026.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.