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Equitable Trust’s Rocket Companies RKT Stock Holding History

Equitable 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 		$517K Hold
32,856
– – 0.02% 311
2026
Q1 		$468K Buy
32,856
+5,970
+22% +$109K 0.02% 333
2025
Q4 		$521K Buy
26,886
+9,376
+54% +$168K 0.02% 312
2025
Q3 		$339K Buy
17,510
+79
+0.5% +$1.38K 0.02% 374
2025
Q2 		$247K Buy
+17,431
New +$226K 0.01% 405

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

Equitable Trust's RKT Position: Q2 2026 in Review

Equitable Trust held its Rocket Companies (RKT) position steady in Q2 2026 at 32,856 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #311.

Equitable Trust first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $521K in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Equitable Trust held 32,856 shares of Rocket Companies worth $517K as of Q2 2026.
  • Equitable Trust left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #311 holding.
  • Equitable Trust first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
  • Equitable Trust's Rocket Companies position peaked at $521K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.