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Coldstream Capital Management’s Rocket Companies RKT Stock Holding History

Coldstream Capital 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 		$415K Sell
26,324
-894
-3% -$12.9K 0.01% 827
2026
Q1 		$388K Buy
27,218
+9,474
+53% +$172K ﹤0.01% 834
2025
Q4 		$344K Buy
+17,744
New +$317K ﹤0.01% 856
2025
Q2 		– Sell
-2,004
Closed -$24.2K – 2853
2025
Q1 		$24.2K Buy
+2,004
New +$25.9K ﹤0.01% 2029

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

Coldstream Capital Management's RKT Position: Q2 2026 in Review

Coldstream Capital Management reduced its Rocket Companies (RKT) stake by 3.3% in Q2 2026, selling an estimated $12.9K and leaving 26,324 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #827.

Coldstream Capital Management first reported a position in RKT in Q1 2025 and has held it in 4 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Coldstream Capital Management held 26,324 shares of Rocket Companies worth $415K as of Q2 2026.
  • Coldstream Capital Management sold 894 Rocket Companies shares in Q2 2026, an estimated $12.9K.
  • Rocket Companies made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #827 holding.
  • Coldstream Capital Management first reported a position in Rocket Companies in Q1 2025 and has held it in 4 quarters since.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.