Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Rocket Companies RKT Stock Holding History

Envestnet Portfolio Solutions’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 		$164K Buy
+10,391
New +$150K ﹤0.01% 1366
2026
Q1 		– Sell
-10,851
Closed -$210K – 1466
2025
Q4 		$210K Buy
+10,851
New +$194K ﹤0.01% 1446

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 Portfolio Solutions's RKT Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Rocket Companies (RKT) in Q2 2026: 10,391 shares worth $164K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in RKT as recently as Q4 2025.

Envestnet Portfolio Solutions first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $210K in Q4 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Envestnet Portfolio Solutions held 10,391 shares of Rocket Companies worth $164K as of Q2 2026.
  • Rocket Companies was a new Envestnet Portfolio Solutions position in Q2 2026.
  • Rocket Companies made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1366 holding.
  • Envestnet Portfolio Solutions first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Envestnet Portfolio Solutions's Rocket Companies position peaked at $210K in Q4 2025.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.