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Concurrent Investment Advisors’s Rocket Companies RKT Stock Holding History

Concurrent Investment 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 		$236K Buy
+15,000
New +$216K ﹤0.01% 1845
2026
Q1 		– Sell
-10,000
Closed -$194K – 2033
2025
Q4 		$194K Buy
+10,000
New +$179K ﹤0.01% 1642
2025
Q3 		– Sell
-2,500
Closed -$35.5K – 1587
2025
Q2 		$35.5K Buy
+2,500
New +$32.4K ﹤0.01% 1359

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

Concurrent Investment Advisors's RKT Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Rocket Companies (RKT) stake by 2.6% in Q2 2026, selling an estimated $5.58K and leaving 14,784 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Concurrent Investment Advisors first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $284K in Q4 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Concurrent Investment Advisors held 14,784 shares of Rocket Companies worth $233K as of Q2 2026.
  • Concurrent Investment Advisors sold 387 Rocket Companies shares in Q2 2026, an estimated $5.58K.
  • Rocket Companies made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1856 holding.
  • Concurrent Investment Advisors first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Rocket Companies position peaked at $284K in Q4 2025.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.