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Compass Wealth Management’s Rocket Companies RKT Stock Holding History

Compass Wealth 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 		$7.13M Buy
452,948
+108,377
+31% +$1.56M 1.35% 21
2026
Q1 		$4.91M Buy
344,571
+68,673
+25% +$1.25M 1.21% 36
2025
Q4 		$5.34M Buy
+275,898
New +$4.93M 1.33% 30
2025
Q3 		– Sell
-134,550
Closed -$1.91M – 154
2025
Q2 		$1.91M Buy
+134,550
New +$1.75M 0.45% 67

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

Compass Wealth Management's RKT Position: Q2 2026 in Review

Compass Wealth Management increased its Rocket Companies (RKT) stake by 31% in Q2 2026, buying an estimated $1.56M and bringing the position to 452,948 shares worth $7.13M. The position accounts for 1.35% of the portfolio, ranked #21.

Compass Wealth Management first reported a position in RKT in Q2 2025 and has held it in 4 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Compass Wealth Management held 452,948 shares of Rocket Companies worth $7.13M as of Q2 2026.
  • Compass Wealth Management bought 108,377 Rocket Companies shares in Q2 2026, an estimated $1.56M.
  • Rocket Companies made up 1.35% of Compass Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Compass Wealth Management first reported a position in Rocket Companies in Q2 2025 and has held it in 4 quarters since.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.