Freestone Capital Holdings’s Rocket Companies RKT Stock Holding History

Freestone Capital Holdings’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	$1.25M	Buy	79,616 +411	+0.5%	+$5.92K	0.03%	234
2026 Q1	$1.13M	Buy	79,205 +4,399	+6%	+$80K	0.03%	224
2025 Q4	$1.45M	Buy	74,806 +23	+0%	+$411	0.04%	203
2025 Q3	$1.45M	Buy	+74,783	New	+$1.3M	0.04%	210
2021 Q1	–	Sell	-1,500	Closed	-$30.3K	–	957
2020 Q4	$30.3K	Hold	1,500	–	–	﹤0.01%	664
2020 Q3	$29.9K	Buy	+1,500	New	+$35K	﹤0.01%	573

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

Freestone Capital Holdings's RKT Position: Q2 2026 in Review

Freestone Capital Holdings increased its Rocket Companies (RKT) stake by 0.52% in Q2 2026, buying an estimated $5.92K and bringing the position to 79,616 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #234.

Freestone Capital Holdings first reported a position in RKT in Q3 2020 and has held it in 6 quarters since. The position peaked at $1.45M in Q3 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Freestone Capital Holdings held 79,616 shares of Rocket Companies worth $1.25M as of Q2 2026.
Freestone Capital Holdings bought 411 Rocket Companies shares in Q2 2026, an estimated $5.92K.
Rocket Companies made up 0.03% of Freestone Capital Holdings's portfolio in Q2 2026, its #234 holding.
Freestone Capital Holdings first reported a position in Rocket Companies in Q3 2020 and has held it in 6 quarters since.
Freestone Capital Holdings's Rocket Companies position peaked at $1.45M in Q3 2025.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.