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EP Wealth Advisors’s Rocket Companies RKT Stock Holding History

EP Wealth Advisors’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 		$189K Buy
11,995
+1,568
+15% +$22.6K ﹤0.01% 1526
2026
Q1 		$149K Buy
+10,427
New +$190K ﹤0.01% 1432

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

EP Wealth Advisors's RKT Position: Q2 2026 in Review

EP Wealth Advisors increased its Rocket Companies (RKT) stake by 15% in Q2 2026, buying an estimated $22.6K and bringing the position to 11,995 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

EP Wealth Advisors first reported a position in RKT in Q1 2026 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • EP Wealth Advisors held 11,995 shares of Rocket Companies worth $189K as of Q2 2026.
  • EP Wealth Advisors bought 1,568 Rocket Companies shares in Q2 2026, an estimated $22.6K.
  • Rocket Companies made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1526 holding.
  • EP Wealth Advisors first reported a position in Rocket Companies in Q1 2026 and has held it in 2 quarters since.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.