Creative Financial Designs’s Rocket Companies RKT Stock Holding History

Creative Financial Designs’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	$20K	Sell	1,268 -950	-43%	-$13.7K	﹤0.01%	1296
2026 Q1	$31.6K	Buy	2,218 +558	+34%	+$10.2K	﹤0.01%	1057
2025 Q4	$32.1K	Sell	1,660 -350	-17%	-$6.26K	﹤0.01%	1018
2025 Q3	$39K	Buy	2,010 +2,000	+20,000%	+$34.9K	﹤0.01%	938
2025 Q2	$142	Buy	+10	New	+$130	﹤0.01%	1968
2021 Q1	–	Sell	-103	Closed	-$2K	–	1350
2020 Q4	$2K	Buy	+103	New	+$2.17K	﹤0.01%	1148

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

Creative Financial Designs's RKT Position: Q2 2026 in Review

Creative Financial Designs reduced its Rocket Companies (RKT) stake by 43% in Q2 2026, selling an estimated $13.7K and leaving 1,268 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Creative Financial Designs first reported a position in RKT in Q4 2020 and has held it in 6 quarters since. The position peaked at $39K in Q3 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Creative Financial Designs held 1,268 shares of Rocket Companies worth $20K as of Q2 2026.
Creative Financial Designs sold 950 Rocket Companies shares in Q2 2026, an estimated $13.7K.
Rocket Companies made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1296 holding.
Creative Financial Designs first reported a position in Rocket Companies in Q4 2020 and has held it in 6 quarters since.
Creative Financial Designs's Rocket Companies position peaked at $39K in Q3 2025.
797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.