CVA Family Office’s Rocket Companies RKT Stock Holding History

CVA Family Office’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	$5.12K	Buy	325 +143	+79%	+$2.06K	﹤0.01%	1265
2026 Q1	$2.59K	Sell	182 -40	-18%	-$728	﹤0.01%	1453
2025 Q4	$4.3K	Buy	222 +144	+185%	+$2.58K	﹤0.01%	903
2025 Q3	$1.51K	Hold	78	–	–	﹤0.01%	1048
2025 Q2	$1.11K	Buy	78 +38	+95%	+$493	﹤0.01%	1081
2025 Q1	$483	Sell	40 -3	-7%	-$39	﹤0.01%	1289
2024 Q4	$484	Sell	43 -46	-52%	-$685	﹤0.01%	1245
2024 Q3	$1.71K	Buy	89 +53	+147%	+$930	﹤0.01%	1000
2024 Q2	$493	Buy	+36	New	+$487	﹤0.01%	1217
2021 Q2	–	Sell	-3	Closed	–	–	975
2021 Q1	$0	Buy	+3	New	+$67	﹤0.01%	788

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

CVA Family Office's RKT Position: Q2 2026 in Review

CVA Family Office increased its Rocket Companies (RKT) stake by 79% in Q2 2026, buying an estimated $2.06K and bringing the position to 325 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

CVA Family Office first reported a position in RKT in Q1 2021 and has held it in 10 quarters since. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

CVA Family Office held 325 shares of Rocket Companies worth $5.12K as of Q2 2026.
CVA Family Office bought 143 Rocket Companies shares in Q2 2026, an estimated $2.06K.
Rocket Companies made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1265 holding.
CVA Family Office first reported a position in Rocket Companies in Q1 2021 and has held it in 10 quarters since.
797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.