Corient Private Wealth’s Rocket Companies RKT Stock Holding History

Corient Private Wealth’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	$921K	Sell	58,470 -36,576	-38%	-$527K	﹤0.01%	1869
2026 Q1	$1.34M	Sell	95,046 -12,447	-12%	-$226K	﹤0.01%	1475
2025 Q4	$2.04M	Buy	107,493 +43,022	+67%	+$769K	﹤0.01%	1142
2025 Q3	$1.25M	Buy	+64,471	New	+$1.12M	﹤0.01%	1311
2023 Q4	–	Sell	-15,445	Closed	-$126K	–	2331
2023 Q3	$126K	Sell	15,445 -8,080	-34%	-$81.7K	﹤0.01%	1991
2023 Q2	$211K	Buy	23,525 +406	+2%	+$3.53K	﹤0.01%	1852
2023 Q1	$210K	Buy	23,119 +7,844	+51%	+$67.6K	﹤0.01%	1782
2022 Q4	$107K	Buy	+15,275	New	+$112K	﹤0.01%	1566

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

Corient Private Wealth's RKT Position: Q2 2026 in Review

Corient Private Wealth reduced its Rocket Companies (RKT) stake by 38% in Q2 2026, selling an estimated $527K and leaving 58,470 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Corient Private Wealth first reported a position in RKT in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.04M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Corient Private Wealth held 58,470 shares of Rocket Companies worth $921K as of Q2 2026.
Corient Private Wealth sold 36,576 Rocket Companies shares in Q2 2026, an estimated $527K.
Rocket Companies made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1869 holding.
Corient Private Wealth first reported a position in Rocket Companies in Q4 2022 and has held it in 8 quarters since.
Corient Private Wealth's Rocket Companies position peaked at $2.04M in Q4 2025.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.