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Fourth Dimension Wealth’s Rocket Companies RKT Stock Holding History

Fourth Dimension 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 		$2.21K Buy
140
+136
+3,400% +$1.96K ﹤0.01% 609
2026
Q1 		$57 Hold
4
– – ﹤0.01% 589
2025
Q4 		$77 Hold
4
– – ﹤0.01% 600
2025
Q3 		$78 Hold
4
– – ﹤0.01% 584
2025
Q2 		$57 Hold
4
– – ﹤0.01% 598
2025
Q1 		$48 Sell
4
-200
-98% -$2.58K ﹤0.01% 619
2024
Q4 		$2.3K Buy
+204
New +$3.04K ﹤0.01% 543

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

Fourth Dimension Wealth's RKT Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Rocket Companies (RKT) stake by 3,400% in Q2 2026, buying an estimated $1.96K and bringing the position to 140 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Fourth Dimension Wealth first reported a position in RKT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3K in Q4 2024. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Fourth Dimension Wealth held 140 shares of Rocket Companies worth $2.21K as of Q2 2026.
  • Fourth Dimension Wealth bought 136 Rocket Companies shares in Q2 2026, an estimated $1.96K.
  • Rocket Companies made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #609 holding.
  • Fourth Dimension Wealth first reported a position in Rocket Companies in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Rocket Companies position peaked at $2.3K in Q4 2024.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.