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Guardian Wealth Advisors (North Carolina)’s Rocket Companies RKT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$259K Buy
16,438
+33
+0.2% +$476 0.01% 338
2026
Q1 		$234K Sell
16,405
-1,933
-11% -$35.2K 0.01% 323
2025
Q4 		$355K Buy
+18,338
New +$328K 0.02% 271

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

Guardian Wealth Advisors (North Carolina)'s RKT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Rocket Companies (RKT) stake by 0.2% in Q2 2026, buying an estimated $476 and bringing the position to 16,438 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #338.

Guardian Wealth Advisors (North Carolina) first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $355K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 16,438 shares of Rocket Companies worth $259K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 33 Rocket Companies shares in Q2 2026, an estimated $476.
  • Rocket Companies made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #338 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Rocket Companies position peaked at $355K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.