HWM
RKT icon

HB Wealth Management’s Rocket Companies RKT Stock Holding History

HB 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 		$426K Buy
27,040
+1,258
+5% +$18.1K ﹤0.01% 1192
2026
Q1 		$367K Buy
25,782
+3,698
+17% +$67.3K ﹤0.01% 1110
2025
Q4 		$428K Buy
+22,084
New +$395K ﹤0.01% 969

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

HB Wealth Management's RKT Position: Q2 2026 in Review

HB Wealth Management increased its Rocket Companies (RKT) stake by 4.9% in Q2 2026, buying an estimated $18.1K and bringing the position to 27,040 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

HB Wealth Management first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $428K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • HB Wealth Management held 27,040 shares of Rocket Companies worth $426K as of Q2 2026.
  • HB Wealth Management bought 1,258 Rocket Companies shares in Q2 2026, an estimated $18.1K.
  • Rocket Companies made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1192 holding.
  • HB Wealth Management first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • HB Wealth Management's Rocket Companies position peaked at $428K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.