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Fidelis Capital Partners’s Rocket Companies RKT Stock Holding History

Fidelis Capital Partners’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 		$204K Sell
12,939
-40
-0.3% -$577 0.01% 521
2026
Q1 		$185K Sell
12,979
-558
-4% -$10.2K 0.01% 495
2025
Q4 		$262K Buy
+13,537
New +$242K 0.02% 413

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

Fidelis Capital Partners's RKT Position: Q2 2026 in Review

Fidelis Capital Partners reduced its Rocket Companies (RKT) stake by 0.31% in Q2 2026, selling an estimated $577 and leaving 12,939 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #521.

Fidelis Capital Partners first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Fidelis Capital Partners held 12,939 shares of Rocket Companies worth $204K as of Q2 2026.
  • Fidelis Capital Partners sold 40 Rocket Companies shares in Q2 2026, an estimated $577.
  • Rocket Companies made up 0.01% of Fidelis Capital Partners's portfolio in Q2 2026, its #521 holding.
  • Fidelis Capital Partners first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Fidelis Capital Partners's Rocket Companies position peaked at $262K in Q4 2025.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.