GRS Advisors’s Rocket Companies RKT Stock Holding History

GRS 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	-25,034	Closed	-$357K	–	34
2026 Q1	$357K	Sell	25,034 -1,194,093	-98%	-$21.7M	0.04%	32
2025 Q4	$23.6M	Buy	+1,219,127	New	+$21.8M	2.12%	24

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

GRS Advisors's RKT Position: Q2 2026 in Review

GRS Advisors sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 25,034 shares — an estimated $357K sold.

GRS Advisors first reported a position in RKT in Q4 2025 and held it in 2 quarters. The position peaked at $23.6M in Q4 2025. 790 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

GRS Advisors reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
GRS Advisors sold 25,034 Rocket Companies shares in Q2 2026, an estimated $357K.
GRS Advisors first reported a position in Rocket Companies in Q4 2025 and held it in 2 quarters.
GRS Advisors's Rocket Companies position peaked at $23.6M in Q4 2025.
790 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on GRS Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.