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Covestor’s Rocket Companies RKT Stock Holding History

Covestor’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 		$10K Buy
625
+63
+11% +$908 0.01% 1617
2026
Q1 		$8K Sell
562
-689
-55% -$12.5K 0.01% 1601
2025
Q4 		$24K Buy
1,251
+1,214
+3,281% +$21.7K 0.01% 1211
2025
Q3 		$1K Buy
37
+5
+16% +$87 ﹤0.01% 2162
2025
Q2 		$0 Buy
32
+1
+3% +$13 ﹤0.01% 2669
2025
Q1 		$0 Buy
31
+1
+3% +$13 ﹤0.01% 2649
2024
Q4 		$0 Buy
30
+16
+114% +$238 ﹤0.01% 2652
2024
Q3 		$0 Buy
14
+1
+8% +$18 ﹤0.01% 2668
2024
Q2 		$0 Hold
13
– – ﹤0.01% 2665
2024
Q1 		$0 Sell
13
-1
-7% -$12 ﹤0.01% 2649
2023
Q4 		$0 Sell
14
-753
-98% -$7.21K ﹤0.01% 2619
2023
Q3 		$6K Buy
767
+750
+4,412% +$7.58K ﹤0.01% 1693
2023
Q2 		$0 Sell
17
-15
-47% -$130 ﹤0.01% 2559
2023
Q1 		$0 Sell
32
-230
-88% -$1.98K ﹤0.01% 2483
2022
Q4 		$2K Buy
262
+238
+992% +$1.74K ﹤0.01% 1801
2022
Q3 		$0 Sell
24
-616
-96% -$5.35K ﹤0.01% 2485
2022
Q2 		$4K Sell
640
-20
-3% -$173 ﹤0.01% 1487
2022
Q1 		$7K Buy
660
+620
+1,550% +$7.67K ﹤0.01% 1418
2021
Q4 		$1K Buy
+40
New +$637 ﹤0.01% 1901

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

Covestor's RKT Position: Q2 2026 in Review

Covestor increased its Rocket Companies (RKT) stake by 11% in Q2 2026, buying an estimated $908 and bringing the position to 625 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1617.

Covestor first reported a position in RKT in Q4 2021 and has held it in 19 quarters since. The position peaked at $24K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Covestor held 625 shares of Rocket Companies worth $10K as of Q2 2026.
  • Covestor bought 63 Rocket Companies shares in Q2 2026, an estimated $908.
  • Rocket Companies made up 0.01% of Covestor's portfolio in Q2 2026, its #1617 holding.
  • Covestor first reported a position in Rocket Companies in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Rocket Companies position peaked at $24K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.