Creative Planning
RKT icon

Creative Planning’s Rocket Companies RKT Stock Holding History

Creative Planning’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
2021
Q1 		– Sell
-400
Closed -$3K – 2701
2020
Q4 		$3K Sell
400
-200,600
-100% -$4.23M ﹤0.01% 2287
2020
Q3 		$681K Buy
+201,000
New +$4.69M ﹤0.01% 972

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

Creative Planning's RKT Position: Q2 2026 in Review

Creative Planning increased its Rocket Companies (RKT) stake by 4.6% in Q2 2026, buying an estimated $344K and bringing the position to 546,077 shares worth $8.6M. The position accounts for 0.01% of the portfolio, ranked #993.

Creative Planning first reported a position in RKT in Q3 2020 and has held it in 11 quarters since. The position peaked at $9.88M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Creative Planning held 546,077 shares of Rocket Companies worth $8.6M as of Q2 2026.
  • Creative Planning bought 23,875 Rocket Companies shares in Q2 2026, an estimated $344K.
  • Rocket Companies made up 0.01% of Creative Planning's portfolio in Q2 2026, its #993 holding.
  • Creative Planning first reported a position in Rocket Companies in Q3 2020 and has held it in 11 quarters since.
  • Creative Planning's Rocket Companies position peaked at $9.88M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.