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Global Retirement Partners’s Rocket Companies RKT Stock Holding History

Global Retirement Partners’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 		$1.35M Buy
+85,611
New +$1.23M 0.02% 639
2025
Q4 		$1.54M Buy
79,659
+5,565
+8% +$99.5K 0.03% 515
2025
Q3 		$1.44M Sell
74,094
-4,415
-6% -$77K 0.03% 435
2025
Q2 		$1.11M Buy
+78,509
New +$1.02M 0.03% 483
2024
Q4 		$957K Buy
84,992
+16,885
+25% +$251K 0.03% 461
2024
Q3 		$1.31M Sell
68,107
-1,900
-3% -$33.3K 0.04% 374
2024
Q2 		$959K Sell
70,007
-1,473
-2% -$19.9K 0.03% 432
2024
Q1 		$1.04M Buy
71,480
+650
+0.9% +$8.07K 0.04% 355
2023
Q4 		$848K Buy
70,830
+4,917
+7% +$47.1K 0.04% 373
2023
Q3 		$502K Buy
65,913
+5,525
+9% +$55.9K 0.03% 437
2023
Q2 		$541K Buy
60,388
+1,411
+2% +$12.3K 0.03% 431
2023
Q1 		$510K Sell
58,977
-13,050
-18% -$113K 0.03% 429
2022
Q4 		$504K Hold
72,027
– – 0.03% 371
2022
Q3 		$497K Buy
72,027
+12,730
+21% +$111K 0.04% 367
2022
Q2 		$436K Buy
59,297
+5,500
+10% +$47.5K 0.04% 376
2022
Q1 		$471K Buy
+53,797
New +$666K 0.04% 367
2021
Q4 		– Sell
-33,815
Closed -$542K – 1451
2021
Q3 		$542K Buy
33,815
+14,975
+79% +$262K 0.05% 294
2021
Q2 		$365K Buy
18,840
+6,499
+53% +$132K 0.04% 351
2021
Q1 		$285K Buy
12,341
+10,107
+452% +$226K 0.03% 352
2020
Q4 		$45K Sell
2,234
-910
-29% -$19.2K 0.01% 763
2020
Q3 		$63K Buy
+3,144
New +$73.3K 0.01% 584

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

Global Retirement Partners's RKT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Rocket Companies (RKT) in Q2 2026: 85,611 shares worth $1.35M. The stake represents 0.02% of the portfolio and ranks #639 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RKT as recently as Q4 2025.

Global Retirement Partners first reported a position in RKT in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.54M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Global Retirement Partners held 85,611 shares of Rocket Companies worth $1.35M as of Q2 2026.
  • Rocket Companies was a new Global Retirement Partners position in Q2 2026.
  • Rocket Companies made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #639 holding.
  • Global Retirement Partners first reported a position in Rocket Companies in Q3 2020 and has held it in 21 quarters since.
  • Global Retirement Partners's Rocket Companies position peaked at $1.54M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.