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D.A. Davidson & Co’s Rocket Companies RKT Stock Holding History

D.A. Davidson & Co’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 		$11.8M Sell
751,048
-5,878
-0.8% -$84.7K 0.07% 233
2026
Q1 		$10.8M Buy
756,926
+29,984
+4% +$546K 0.07% 233
2025
Q4 		$14.1M Buy
726,942
+265,849
+58% +$4.75M 0.09% 183
2025
Q3 		$8.94M Buy
461,093
+439,893
+2,075% +$7.67M 0.06% 244
2025
Q2 		$301K Buy
+21,200
New +$275K ﹤0.01% 1217

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

D.A. Davidson & Co's RKT Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Rocket Companies (RKT) stake by 0.78% in Q2 2026, selling an estimated $84.7K and leaving 751,048 shares worth $11.8M. The position accounts for 0.07% of the portfolio, ranked #233.

D.A. Davidson & Co first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.1M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • D.A. Davidson & Co held 751,048 shares of Rocket Companies worth $11.8M as of Q2 2026.
  • D.A. Davidson & Co sold 5,878 Rocket Companies shares in Q2 2026, an estimated $84.7K.
  • Rocket Companies made up 0.07% of D.A. Davidson & Co's portfolio in Q2 2026, its #233 holding.
  • D.A. Davidson & Co first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
  • D.A. Davidson & Co's Rocket Companies position peaked at $14.1M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.