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Chase Investment Counsel’s Rocket Companies RKT Stock Holding History

Chase Investment Counsel’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 		– Sell
-10,912
Closed -$155K – 161
2026
Q1 		$155K Sell
10,912
-6,149
-36% -$112K 0.04% 146
2025
Q4 		$330K Buy
+17,061
New +$305K 0.09% 112

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

Chase Investment Counsel's RKT Position: Q2 2026 in Review

Chase Investment Counsel sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 10,912 shares — an estimated $155K sold.

Chase Investment Counsel first reported a position in RKT in Q4 2025 and held it in 2 quarters. The position peaked at $330K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Chase Investment Counsel reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Chase Investment Counsel sold 10,912 Rocket Companies shares in Q2 2026, an estimated $155K.
  • Chase Investment Counsel first reported a position in Rocket Companies in Q4 2025 and held it in 2 quarters.
  • Chase Investment Counsel's Rocket Companies position peaked at $330K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.