Cerity Partners
RKT icon

Cerity Partners’s Rocket Companies RKT Stock Holding History

Cerity Partners’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 		$986K Sell
62,628
-12,312
-16% -$177K ﹤0.01% 2015
2026
Q1 		$1.07M Buy
74,940
+35,624
+91% +$648K ﹤0.01% 1827
2025
Q4 		$762K Buy
39,316
+4,246
+12% +$75.9K ﹤0.01% 1846
2025
Q3 		$678K Buy
+35,070
New +$612K ﹤0.01% 1790
2025
Q1 		– Sell
-11,920
Closed -$200K – 2602
2024
Q4 		$200K Sell
11,920
-19,270
-62% -$287K ﹤0.01% 2242
2024
Q3 		$599K Buy
31,190
+14,340
+85% +$252K ﹤0.01% 1672
2024
Q2 		$231K Buy
16,850
+5,326
+46% +$72K ﹤0.01% 1962
2024
Q1 		$168K Buy
+11,524
New +$143K ﹤0.01% 2144

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

Cerity Partners's RKT Position: Q2 2026 in Review

Cerity Partners reduced its Rocket Companies (RKT) stake by 16% in Q2 2026, selling an estimated $177K and leaving 62,628 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Cerity Partners first reported a position in RKT in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q1 2026. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Cerity Partners held 62,628 shares of Rocket Companies worth $986K as of Q2 2026.
  • Cerity Partners sold 12,312 Rocket Companies shares in Q2 2026, an estimated $177K.
  • Rocket Companies made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2015 holding.
  • Cerity Partners first reported a position in Rocket Companies in Q1 2024 and has held it in 8 quarters since.
  • Cerity Partners's Rocket Companies position peaked at $1.07M in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.