Goldstein Advisors’s Rocket Companies RKT Stock Holding History

Goldstein 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	–	Sell	-10,125	Closed	-$144K	–	271
2026 Q1	$144K	Buy	+10,125	New	+$184K	0.02%	215

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

Goldstein Advisors's RKT Position: Q2 2026 in Review

Goldstein Advisors sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 10,125 shares — an estimated $144K sold.

Goldstein Advisors first reported a position in RKT in Q1 2026 and held it in 1 quarter. The position peaked at $144K in Q1 2026. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Goldstein Advisors reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
Goldstein Advisors sold 10,125 Rocket Companies shares in Q2 2026, an estimated $144K.
Goldstein Advisors first reported a position in Rocket Companies in Q1 2026 and held it in 1 quarter.
Goldstein Advisors's Rocket Companies position peaked at $144K in Q1 2026.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.