FWM
RKT icon

FLP Wealth Management’s Rocket Companies RKT Stock Holding History

FLP Wealth Management’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 		$377K Buy
23,910
+968
+4% +$14K 0.67% 46
2026
Q1 		$327K Buy
22,942
+7,716
+51% +$140K 0.67% 44
2025
Q4 		$295K Sell
15,226
-700
-4% -$12.5K 0.7% 40
2025
Q3 		$309K Sell
15,926
-1,124
-7% -$19.6K 0.87% 34
2025
Q2 		$242K Sell
17,050
-1,105
-6% -$14.3K 0.68% 47
2025
Q1 		$219K Sell
18,155
-431
-2% -$5.56K 0.7% 43
2024
Q4 		$209K Buy
+18,586
New +$277K 0.53% 39

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

FLP Wealth Management's RKT Position: Q2 2026 in Review

FLP Wealth Management increased its Rocket Companies (RKT) stake by 4.2% in Q2 2026, buying an estimated $14K and bringing the position to 23,910 shares worth $377K. The position accounts for 0.67% of the portfolio, ranked #46.

FLP Wealth Management first reported a position in RKT in Q4 2024 and has held it in 7 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • FLP Wealth Management held 23,910 shares of Rocket Companies worth $377K as of Q2 2026.
  • FLP Wealth Management bought 968 Rocket Companies shares in Q2 2026, an estimated $14K.
  • Rocket Companies made up 0.67% of FLP Wealth Management's portfolio in Q2 2026, its #46 holding.
  • FLP Wealth Management first reported a position in Rocket Companies in Q4 2024 and has held it in 7 quarters since.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.