Focus Partners Wealth
RKT icon

Focus Partners Wealth’s Rocket Companies RKT Stock Holding History

Focus Partners Wealth’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 		$1.09M Sell
69,104
-14,360
-17% -$207K ﹤0.01% 1623
2026
Q1 		$1.19M Buy
83,464
+28,268
+51% +$514K ﹤0.01% 1543
2025
Q4 		$1.07M Buy
+55,196
New +$987K ﹤0.01% 1613

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

Focus Partners Wealth's RKT Position: Q2 2026 in Review

Focus Partners Wealth reduced its Rocket Companies (RKT) stake by 17% in Q2 2026, selling an estimated $207K and leaving 69,104 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Focus Partners Wealth first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q1 2026. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Focus Partners Wealth held 69,104 shares of Rocket Companies worth $1.09M as of Q2 2026.
  • Focus Partners Wealth sold 14,360 Rocket Companies shares in Q2 2026, an estimated $207K.
  • Rocket Companies made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1623 holding.
  • Focus Partners Wealth first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Rocket Companies position peaked at $1.19M in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.