Emerald Mutual Fund Advisers Trust’s Rocket Companies RKT Stock Holding History

Emerald Mutual Fund Advisers Trust’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	$450K	Sell	28,548 -25,501	-47%	-$368K	0.02%	178
2026 Q1	$770K	Hold	54,049	–	–	0.04%	151
2025 Q4	$1.05M	Hold	54,049	–	–	0.05%	140
2025 Q3	$1.05M	Buy	+54,049	New	+$943K	0.05%	144
2021 Q1	–	Sell	-29,145	Closed	-$589K	–	239
2020 Q4	$589K	Sell	29,145 -30,267	-51%	-$639K	0.02%	192
2020 Q3	$1.18M	Buy	+59,412	New	+$1.39M	0.05%	159

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

Emerald Mutual Fund Advisers Trust's RKT Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust reduced its Rocket Companies (RKT) stake by 47% in Q2 2026, selling an estimated $368K and leaving 28,548 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #178.

Emerald Mutual Fund Advisers Trust first reported a position in RKT in Q3 2020 and has held it in 6 quarters since. The position peaked at $1.18M in Q3 2020. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Emerald Mutual Fund Advisers Trust held 28,548 shares of Rocket Companies worth $450K as of Q2 2026.
Emerald Mutual Fund Advisers Trust sold 25,501 Rocket Companies shares in Q2 2026, an estimated $368K.
Rocket Companies made up 0.02% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #178 holding.
Emerald Mutual Fund Advisers Trust first reported a position in Rocket Companies in Q3 2020 and has held it in 6 quarters since.
Emerald Mutual Fund Advisers Trust's Rocket Companies position peaked at $1.18M in Q3 2020.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.