Envestnet Asset Management
RKT icon

Envestnet Asset Management’s Rocket Companies RKT Stock Holding History

Envestnet Asset 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 		$38.9M Buy
2,466,743
+210,063
+9% +$3.03M 0.01% 1000
2026
Q1 		$32.2M Buy
2,256,680
+352,865
+19% +$6.42M 0.01% 1039
2025
Q4 		$36.9M Buy
1,903,815
+1,695,686
+815% +$30.3M 0.01% 884
2025
Q3 		$4.03M Buy
208,129
+72,595
+54% +$1.27M ﹤0.01% 2398
2025
Q2 		$1.92M Buy
135,534
+105,689
+354% +$1.37M ﹤0.01% 2852
2025
Q1 		$360K Buy
29,845
+7,432
+33% +$95.9K ﹤0.01% 3821
2024
Q4 		$252K Buy
22,413
+5,710
+34% +$85K ﹤0.01% 3981
2024
Q3 		$321K Sell
16,703
-272
-2% -$4.77K ﹤0.01% 3784
2024
Q2 		$233K Sell
16,975
-23,409
-58% -$316K ﹤0.01% 3850
2024
Q1 		$588K Buy
40,384
+3,833
+10% +$47.6K ﹤0.01% 3338
2023
Q4 		$529K Buy
36,551
+20,682
+130% +$198K ﹤0.01% 3298
2023
Q3 		$130K Sell
15,869
-944,657
-98% -$9.55M ﹤0.01% 3832
2023
Q2 		$8.61M Sell
960,526
-799,946
-45% -$6.96M ﹤0.01% 1385
2023
Q1 		$6.96M Buy
1,760,472
+811,085
+85% +$6.99M ﹤0.01% 1468
2022
Q4 		$6.65M Buy
949,387
+407,601
+75% +$2.98M ﹤0.01% 1441
2022
Q3 		$3.42M Buy
541,786
+196,404
+57% +$1.71M ﹤0.01% 1736
2022
Q2 		$2.54M Buy
345,382
+50,236
+17% +$434K ﹤0.01% 1950
2022
Q1 		$3.28M Buy
295,146
+78,167
+36% +$967K ﹤0.01% 1874
2021
Q4 		$3.04M Buy
216,979
+134,676
+164% +$2.14M ﹤0.01% 1895
2021
Q3 		$1.32M Buy
82,303
+25,065
+44% +$438K ﹤0.01% 2364
2021
Q2 		$1.11M Buy
57,238
+20,656
+56% +$418K ﹤0.01% 2445
2021
Q1 		$845K Buy
36,582
+6,668
+22% +$149K ﹤0.01% 2520
2020
Q4 		$605K Buy
+29,914
New +$631K ﹤0.01% 2558

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

Envestnet Asset Management's RKT Position: Q2 2026 in Review

Envestnet Asset Management increased its Rocket Companies (RKT) stake by 9.3% in Q2 2026, buying an estimated $3.03M and bringing the position to 2,466,743 shares worth $38.9M. The position accounts for 0.01% of the portfolio, ranked #1000.

Envestnet Asset Management first reported a position in RKT in Q4 2020 and has held it in 23 quarters since. 787 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Envestnet Asset Management held 2,466,743 shares of Rocket Companies worth $38.9M as of Q2 2026.
  • Envestnet Asset Management bought 210,063 Rocket Companies shares in Q2 2026, an estimated $3.03M.
  • Rocket Companies made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1000 holding.
  • Envestnet Asset Management first reported a position in Rocket Companies in Q4 2020 and has held it in 23 quarters since.
  • 787 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.