Financial Engines Advisors’s Rocket Companies RKT Stock Holding History

Financial Engines 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	$192K	Sell	12,192 -55	-0.4%	-$793	﹤0.01%	546
2026 Q1	$175K	Sell	12,247 -16	-0.1%	-$291	﹤0.01%	523
2025 Q4	$237K	Sell	12,263 -7	-0.1%	-$125	﹤0.01%	503
2025 Q3	$238K	Buy	+12,270	New	+$214K	﹤0.01%	506

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

Financial Engines Advisors's RKT Position: Q2 2026 in Review

Financial Engines Advisors reduced its Rocket Companies (RKT) stake by 0.45% in Q2 2026, selling an estimated $793 and leaving 12,192 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Financial Engines Advisors first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $238K in Q3 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Financial Engines Advisors held 12,192 shares of Rocket Companies worth $192K as of Q2 2026.
Financial Engines Advisors sold 55 Rocket Companies shares in Q2 2026, an estimated $793.
Rocket Companies made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #546 holding.
Financial Engines Advisors first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
Financial Engines Advisors's Rocket Companies position peaked at $238K in Q3 2025.
797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.