Curio Wealth’s Rocket Companies RKT Stock Holding History

Curio 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	–	Sell	-11	Closed	-$157	–	906
2026 Q1	$157	Hold	11	–	–	﹤0.01%	858
2025 Q4	$214	Buy	+11	New	+$197	﹤0.01%	425

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

Curio Wealth's RKT Position: Q2 2026 in Review

Curio Wealth sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 11 shares — an estimated $157 sold.

Curio Wealth first reported a position in RKT in Q4 2025 and held it in 2 quarters. The position peaked at $214 in Q4 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Curio Wealth reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 11 Rocket Companies shares in Q2 2026, an estimated $157.
Curio Wealth first reported a position in Rocket Companies in Q4 2025 and held it in 2 quarters.
Curio Wealth's Rocket Companies position peaked at $214 in Q4 2025.
797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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