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Halbert Hargrove Global Advisors’s Rocket Companies RKT Stock Holding History

Halbert Hargrove Global 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 		$14.5K Hold
923
– – ﹤0.01% 285
2026
Q1 		$13.2K Hold
923
– – ﹤0.01% 272
2025
Q4 		$17.9K Hold
923
– – ﹤0.01% 258
2025
Q3 		$17.9K Hold
923
– – ﹤0.01% 265
2025
Q2 		$13.1K Buy
+923
New +$12K ﹤0.01% 213

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

Halbert Hargrove Global Advisors's RKT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Rocket Companies (RKT) position steady in Q2 2026 at 923 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Halbert Hargrove Global Advisors first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.9K in Q3 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Halbert Hargrove Global Advisors held 923 shares of Rocket Companies worth $14.5K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #285 holding.
  • Halbert Hargrove Global Advisors first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
  • Halbert Hargrove Global Advisors's Rocket Companies position peaked at $17.9K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.