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Fullerton Advisors’s Rocket Companies RKT Stock Holding History

Fullerton 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 		$380K Sell
24,151
-3,008
-11% -$43.4K 0.36% 39
2026
Q1 		$387K Buy
27,159
+8
+0% +$146 0.4% 38
2025
Q4 		$526K Buy
+27,151
New +$485K 0.53% 34

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

Fullerton Advisors's RKT Position: Q2 2026 in Review

Fullerton Advisors reduced its Rocket Companies (RKT) stake by 11% in Q2 2026, selling an estimated $43.4K and leaving 24,151 shares worth $380K. The position accounts for 0.36% of the portfolio, ranked #39.

Fullerton Advisors first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $526K in Q4 2025. 787 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Fullerton Advisors held 24,151 shares of Rocket Companies worth $380K as of Q2 2026.
  • Fullerton Advisors sold 3,008 Rocket Companies shares in Q2 2026, an estimated $43.4K.
  • Rocket Companies made up 0.36% of Fullerton Advisors's portfolio in Q2 2026, its #39 holding.
  • Fullerton Advisors first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Fullerton Advisors's Rocket Companies position peaked at $526K in Q4 2025.
  • 787 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Fullerton Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.