EverSource Wealth Advisors’s Rocket Companies RKT Stock Holding History

EverSource 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	$312K	Sell	19,791 -10,081	-34%	-$145K	0.01%	781
2026 Q1	$426K	Buy	29,872 +11,394	+62%	+$207K	0.01%	673
2025 Q4	$358K	Buy	18,478 +16,317	+755%	+$292K	0.01%	680
2025 Q3	$41.9K	Buy	2,161 +1,329	+160%	+$23.2K	﹤0.01%	1831
2025 Q2	$11.8K	Sell	832 -322	-28%	-$4.18K	﹤0.01%	2697
2025 Q1	$13.9K	Sell	1,154 -65	-5%	-$839	﹤0.01%	1907
2024 Q4	$13.7K	Buy	1,219 +1,191	+4,254%	+$17.7K	﹤0.01%	1840
2024 Q3	$537	Hold	28	–	–	﹤0.01%	2859
2024 Q2	$453	Buy	28 +17	+155%	+$230	﹤0.01%	2915
2024 Q1	$135	Buy	+11	New	+$137	﹤0.01%	2815
2022 Q1	–	Sell	-120	Closed	-$2K	–	1824
2021 Q4	$2K	Buy	+120	New	+$1.91K	﹤0.01%	1610

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

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

EverSource Wealth Advisors reduced its Rocket Companies (RKT) stake by 34% in Q2 2026, selling an estimated $145K and leaving 19,791 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #781.

EverSource Wealth Advisors first reported a position in RKT in Q4 2021 and has held it in 11 quarters since. The position peaked at $426K in Q1 2026. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

EverSource Wealth Advisors held 19,791 shares of Rocket Companies worth $312K as of Q2 2026.
EverSource Wealth Advisors sold 10,081 Rocket Companies shares in Q2 2026, an estimated $145K.
Rocket Companies made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #781 holding.
EverSource Wealth Advisors first reported a position in Rocket Companies in Q4 2021 and has held it in 11 quarters since.
EverSource Wealth Advisors's Rocket Companies position peaked at $426K in Q1 2026.
797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.