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HCR Wealth Advisors’s Rocket Companies RKT Stock Holding History

HCR Wealth 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 		$1.19M Buy
75,328
+5,998
+9% +$86.5K 0.11% 105
2026
Q1 		$988K Sell
69,330
-3,192
-4% -$58.1K 0.1% 108
2025
Q4 		$1.4M Buy
72,522
+3,709
+5% +$66.3K 0.14% 94
2025
Q3 		$1.26M Buy
68,813
+2,564
+4% +$44.7K 0.13% 95
2025
Q2 		$939K Sell
66,249
-120
-0.2% -$1.56K 0.11% 105
2025
Q1 		$801K Sell
66,369
-9,935
-13% -$128K 0.1% 112
2024
Q4 		$859K Sell
76,304
-1,903
-2% -$28.3K 0.11% 108
2024
Q3 		$1.5M Sell
78,207
-156
-0.2% -$2.74K 0.2% 80
2024
Q2 		$1.07M Sell
78,363
-369
-0.5% -$4.99K 0.15% 92
2024
Q1 		$1.15M Buy
78,732
+2,437
+3% +$30.2K 0.17% 84
2023
Q4 		$1.1M Buy
76,295
+6,423
+9% +$61.5K 0.17% 83
2023
Q3 		$572K Sell
69,872
-7,377
-10% -$74.6K 0.13% 98
2023
Q2 		$692K Sell
77,249
-1,960
-2% -$17.1K 0.13% 96
2023
Q1 		$718K Sell
79,209
-1,120
-1% -$9.66K 0.14% 92
2022
Q4 		$562K Sell
80,329
-10,048
-11% -$73.4K 0.12% 104
2022
Q3 		$571K Sell
90,377
-10,209
-10% -$88.7K 0.12% 103
2022
Q2 		$740K Sell
100,586
-44,060
-30% -$381K 0.15% 95
2022
Q1 		$1.61M Sell
144,646
-7,612
-5% -$94.2K 0.26% 69
2021
Q4 		$2.13M Sell
152,258
-37,967
-20% -$605K 0.33% 69
2021
Q3 		$3.05M Sell
190,225
-1,671
-0.9% -$29.2K 0.51% 45
2021
Q2 		$3.71M Buy
191,896
+5,262
+3% +$106K 0.64% 28
2021
Q1 		$4.31M Buy
186,634
+129,229
+225% +$2.89M 0.85% 21
2020
Q4 		$1.16M Buy
+57,405
New +$1.21M 0.24% 82

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

HCR Wealth Advisors's RKT Position: Q2 2026 in Review

HCR Wealth Advisors increased its Rocket Companies (RKT) stake by 8.7% in Q2 2026, buying an estimated $86.5K and bringing the position to 75,328 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #105.

HCR Wealth Advisors first reported a position in RKT in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.31M in Q1 2021. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • HCR Wealth Advisors held 75,328 shares of Rocket Companies worth $1.19M as of Q2 2026.
  • HCR Wealth Advisors bought 5,998 Rocket Companies shares in Q2 2026, an estimated $86.5K.
  • Rocket Companies made up 0.11% of HCR Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • HCR Wealth Advisors first reported a position in Rocket Companies in Q4 2020 and has held it in 23 quarters since.
  • HCR Wealth Advisors's Rocket Companies position peaked at $4.31M in Q1 2021.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.