Diversify Wealth Management’s Rocket Companies RKT Stock Holding History

Diversify Wealth Management’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	$142K	Buy	+10,497	New	+$151K	﹤0.01%	1213

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

Diversify Wealth Management's RKT Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in Rocket Companies (RKT) in Q2 2026: 10,497 shares worth $142K. The stake represents ﹤0.01% of the portfolio and ranks #1213 among its holdings.

788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Diversify Wealth Management held 10,497 shares of Rocket Companies worth $142K as of Q2 2026.
Rocket Companies was a new Diversify Wealth Management position in Q2 2026.
Rocket Companies made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1213 holding.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.