Cetera Investment Advisers
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Cetera Investment Advisers’s Rocket Companies RKT Stock Holding History

Cetera Investment Advisers’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 		$6.22M Buy
394,887
+51,546
+15% +$743K 0.01% 1457
2026
Q1 		$4.89M Sell
343,341
-10,996
-3% -$200K 0.01% 1517
2025
Q4 		$6.86M Buy
354,337
+84,220
+31% +$1.51M 0.01% 1254
2025
Q3 		$5.23M Buy
270,117
+224,382
+491% +$3.91M 0.01% 1378
2025
Q2 		$649K Buy
45,735
+10,956
+32% +$142K ﹤0.01% 2756
2025
Q1 		$420K Buy
34,779
+1,744
+5% +$22.5K ﹤0.01% 2989
2024
Q4 		$372K Buy
33,035
+936
+3% +$13.9K ﹤0.01% 2932
2024
Q3 		$616K Buy
32,099
+3,860
+14% +$67.7K ﹤0.01% 2484
2024
Q2 		$387K Buy
28,239
+2,398
+9% +$32.4K ﹤0.01% 2798
2024
Q1 		$376K Buy
25,841
+14,843
+135% +$184K ﹤0.01% 2838
2023
Q4 		$159K Sell
10,998
-3,912
-26% -$37.5K ﹤0.01% 2083
2023
Q3 		$122K Sell
14,910
-400
-3% -$4.04K ﹤0.01% 2068
2023
Q2 		$137K Buy
15,310
+1,533
+11% +$13.3K ﹤0.01% 2052
2023
Q1 		$125K Sell
13,777
-1,492
-10% -$12.9K ﹤0.01% 2032
2022
Q4 		$107K Buy
+15,269
New +$111K ﹤0.01% 1988
2022
Q3 		– Sell
-18,472
Closed -$136K – 1853
2022
Q2 		$136K Sell
18,472
-2,544
-12% -$22K ﹤0.01% 1715
2022
Q1 		$234K Sell
21,016
-131
-0.6% -$1.62K ﹤0.01% 1617
2021
Q4 		$296K Buy
21,147
+2,286
+12% +$36.4K ﹤0.01% 1498
2021
Q3 		$303K Sell
18,861
-3,566
-16% -$62.3K ﹤0.01% 1435
2021
Q2 		$434K Sell
22,427
-561
-2% -$11.4K 0.01% 1207
2021
Q1 		$531K Buy
22,988
+1,526
+7% +$34.1K 0.01% 947
2020
Q4 		$434K Buy
+21,462
New +$453K 0.01% 1029

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

Cetera Investment Advisers's RKT Position: Q2 2026 in Review

Cetera Investment Advisers increased its Rocket Companies (RKT) stake by 15% in Q2 2026, buying an estimated $743K and bringing the position to 394,887 shares worth $6.22M. The position accounts for 0.01% of the portfolio, ranked #1457.

Cetera Investment Advisers first reported a position in RKT in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.86M in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Cetera Investment Advisers held 394,887 shares of Rocket Companies worth $6.22M as of Q2 2026.
  • Cetera Investment Advisers bought 51,546 Rocket Companies shares in Q2 2026, an estimated $743K.
  • Rocket Companies made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1457 holding.
  • Cetera Investment Advisers first reported a position in Rocket Companies in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's Rocket Companies position peaked at $6.86M in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.