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Golden State Wealth Management’s Rocket Companies RKT Stock Holding History

Golden State Wealth Management’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 		$3.53K Buy
224
+124
+124% +$1.79K ﹤0.01% 1314
2026
Q1 		$1.43K Hold
100
– – ﹤0.01% 1396
2025
Q4 		$1.94K Hold
100
– – ﹤0.01% 1399
2025
Q3 		$1.94K Hold
100
– – ﹤0.01% 1400
2025
Q2 		$1.42K Hold
100
– – ﹤0.01% 1399
2025
Q1 		$1.21K Buy
+100
New +$1.29K ﹤0.01% 1398

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

Golden State Wealth Management's RKT Position: Q2 2026 in Review

Golden State Wealth Management increased its Rocket Companies (RKT) stake by 124% in Q2 2026, buying an estimated $1.79K and bringing the position to 224 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Golden State Wealth Management first reported a position in RKT in Q1 2025 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Golden State Wealth Management held 224 shares of Rocket Companies worth $3.53K as of Q2 2026.
  • Golden State Wealth Management bought 124 Rocket Companies shares in Q2 2026, an estimated $1.79K.
  • Rocket Companies made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1314 holding.
  • Golden State Wealth Management first reported a position in Rocket Companies in Q1 2025 and has held it in 6 quarters since.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.