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Financial Consulate’s Rocket Companies RKT Stock Holding History

Financial Consulate’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 		$725 Sell
46
-99
-68% -$1.43K ﹤0.01% 1227
2026
Q1 		$2.07K Buy
145
+34
+31% +$619 ﹤0.01% 972
2025
Q4 		$2.15K Buy
+111
New +$1.99K ﹤0.01% 873

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

Financial Consulate's RKT Position: Q2 2026 in Review

Financial Consulate reduced its Rocket Companies (RKT) stake by 68% in Q2 2026, selling an estimated $1.43K and leaving 46 shares worth $725. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Financial Consulate first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.15K in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Financial Consulate held 46 shares of Rocket Companies worth $725 as of Q2 2026.
  • Financial Consulate sold 99 Rocket Companies shares in Q2 2026, an estimated $1.43K.
  • Rocket Companies made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1227 holding.
  • Financial Consulate first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Financial Consulate's Rocket Companies position peaked at $2.15K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.