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Donor Advised Charitable Giving’s Rocket Companies RKT Stock Holding History

Donor Advised Charitable Giving’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 		$440K Hold
27,951
– – 0.01% 24
2026
Q1 		$398K Hold
27,951
– – 0.01% 23
2025
Q4 		$541K Buy
+27,951
New +$500K 0.01% 26

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

Donor Advised Charitable Giving's RKT Position: Q2 2026 in Review

Donor Advised Charitable Giving held its Rocket Companies (RKT) position steady in Q2 2026 at 27,951 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #24.

Donor Advised Charitable Giving first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $541K in Q4 2025. 790 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Donor Advised Charitable Giving held 27,951 shares of Rocket Companies worth $440K as of Q2 2026.
  • Donor Advised Charitable Giving left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up 0.01% of Donor Advised Charitable Giving's portfolio in Q2 2026, its #24 holding.
  • Donor Advised Charitable Giving first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Donor Advised Charitable Giving's Rocket Companies position peaked at $541K in Q4 2025.
  • 790 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2026, filed 24 Jul 2026.