Clearstead Advisors’s Rocket Companies RKT Stock Holding History

Clearstead 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	$1.34M	Buy	84,890 +4,797	+6%	+$69.2K	0.01%	478
2026 Q1	$1.14M	Buy	80,093 +13	+0%	+$237	0.01%	480
2025 Q4	$1.55M	Sell	80,080 -4	-0%	-$72	0.02%	379
2025 Q3	$1.55M	Buy	80,084 +24	+0%	+$419	0.02%	364
2025 Q2	$1.14M	Sell	80,060 -190	-0.2%	-$2.46K	0.02%	411
2025 Q1	$969K	Hold	80,250	–	–	0.02%	415
2024 Q4	$904K	Hold	80,250	–	–	0.01%	431
2024 Q3	$1.54M	Hold	80,250	–	–	0.02%	339
2024 Q2	$1.1M	Hold	80,250	–	–	0.02%	373
2024 Q1	$1.16M	Sell	80,250 -58,806	-42%	-$730K	0.06%	209
2023 Q4	$2.01M	Buy	139,056 +138,806	+55,522%	+$1.33M	0.11%	151
2023 Q3	$2.04K	Hold	250	–	–	﹤0.01%	1239
2023 Q2	$2.24K	Sell	250 -1	-0.4%	-$9	﹤0.01%	1128
2023 Q1	$2.27K	Hold	251	–	–	﹤0.01%	1117
2022 Q4	$1.75K	Hold	251	–	–	﹤0.01%	1111
2022 Q3	$2K	Buy	251 +100	+66%	+$869	﹤0.01%	1097
2022 Q2	$1K	Hold	151	–	–	﹤0.01%	1215
2022 Q1	$2K	Sell	151 -2,552	-94%	-$31.6K	﹤0.01%	1233
2021 Q4	$38K	Hold	2,703	–	–	﹤0.01%	706
2021 Q3	$43K	Sell	2,703 -52	-2%	-$909	﹤0.01%	636
2021 Q2	$53K	Hold	2,755	–	–	﹤0.01%	552
2021 Q1	$64K	Buy	2,755 +2	+0.1%	+$45	0.01%	510
2020 Q4	$56K	Hold	2,753	–	–	0.01%	500
2020 Q3	$55K	Buy	+2,753	New	+$64.2K	0.01%	455

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clearstead Advisors's RKT Position: Q2 2026 in Review

Clearstead Advisors increased its Rocket Companies (RKT) stake by 6% in Q2 2026, buying an estimated $69.2K and bringing the position to 84,890 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #478.

Clearstead Advisors first reported a position in RKT in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.01M in Q4 2023. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Clearstead Advisors held 84,890 shares of Rocket Companies worth $1.34M as of Q2 2026.
Clearstead Advisors bought 4,797 Rocket Companies shares in Q2 2026, an estimated $69.2K.
Rocket Companies made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #478 holding.
Clearstead Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 24 quarters since.
Clearstead Advisors's Rocket Companies position peaked at $2.01M in Q4 2023.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.