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Excelsior Advisor Network’s Rocket Companies RKT Stock Holding History

Excelsior Advisor Network’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 		$991K Buy
62,951
+52,951
+530% +$763K 0.13% 166
2026
Q1 		$143K Hold
10,000
– – 0.05% 222
2025
Q4 		$194K Buy
+10,000
New +$179K 0.09% 164

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

Excelsior Advisor Network's RKT Position: Q2 2026 in Review

Excelsior Advisor Network increased its Rocket Companies (RKT) stake by 530% in Q2 2026, buying an estimated $763K and bringing the position to 62,951 shares worth $991K. The position accounts for 0.13% of the portfolio, ranked #166.

Excelsior Advisor Network first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. 790 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Excelsior Advisor Network held 62,951 shares of Rocket Companies worth $991K as of Q2 2026.
  • Excelsior Advisor Network bought 52,951 Rocket Companies shares in Q2 2026, an estimated $763K.
  • Rocket Companies made up 0.13% of Excelsior Advisor Network's portfolio in Q2 2026, its #166 holding.
  • Excelsior Advisor Network first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • 790 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.