DHJJ Financial Advisors’s Rocket Companies RKT Stock Holding History

DHJJ Financial Advisors’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	$57.8K	Hold	3,668	–	–	0.02%	394
2026 Q1	$52.3K	Hold	3,668	–	–	0.02%	388
2025 Q4	$71K	Hold	3,668	–	–	0.02%	328
2025 Q3	$71.1K	Buy	3,668 +3,168	+634%	+$55.2K	0.02%	308
2025 Q2	$7.09K	Hold	500	–	–	﹤0.01%	578
2025 Q1	$6.04K	Hold	500	–	–	﹤0.01%	553
2024 Q4	$5.63K	Hold	500	–	–	﹤0.01%	544
2024 Q3	$9.6K	Hold	500	–	–	﹤0.01%	504
2024 Q2	$6.85K	Hold	500	–	–	﹤0.01%	490
2024 Q1	$7.28K	Hold	500	–	–	﹤0.01%	476
2023 Q4	$7.24K	Hold	500	–	–	﹤0.01%	467
2023 Q3	$4.09K	Buy	+500	New	+$5.05K	﹤0.01%	503

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

DHJJ Financial Advisors's RKT Position: Q2 2026 in Review

DHJJ Financial Advisors held its Rocket Companies (RKT) position steady in Q2 2026 at 3,668 shares worth $57.8K. The position accounts for 0.02% of the portfolio, ranked #394.

DHJJ Financial Advisors first reported a position in RKT in Q3 2023 and has held it in 12 quarters since. The position peaked at $71.1K in Q3 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

DHJJ Financial Advisors held 3,668 shares of Rocket Companies worth $57.8K as of Q2 2026.
DHJJ Financial Advisors left its Rocket Companies share count unchanged in Q2 2026.
Rocket Companies made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #394 holding.
DHJJ Financial Advisors first reported a position in Rocket Companies in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Rocket Companies position peaked at $71.1K in Q3 2025.
797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.