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HighMark Wealth Management’s Rocket Companies RKT Stock Holding History

HighMark 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 		$5.78K Buy
367
+201
+121% +$2.9K ﹤0.01% 382
2026
Q1 		$2.37K Buy
+166
New +$3.02K ﹤0.01% 445
2020
Q4 		– Sell
-902
Closed -$18K – 478
2020
Q3 		$18K Buy
+902
New +$21K 0.02% 178

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

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

HighMark Wealth Management increased its Rocket Companies (RKT) stake by 121% in Q2 2026, buying an estimated $2.9K and bringing the position to 367 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

HighMark Wealth Management first reported a position in RKT in Q3 2020 and has held it in 3 quarters since. The position peaked at $18K in Q3 2020. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • HighMark Wealth Management held 367 shares of Rocket Companies worth $5.78K as of Q2 2026.
  • HighMark Wealth Management bought 201 Rocket Companies shares in Q2 2026, an estimated $2.9K.
  • Rocket Companies made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #382 holding.
  • HighMark Wealth Management first reported a position in Rocket Companies in Q3 2020 and has held it in 3 quarters since.
  • HighMark Wealth Management's Rocket Companies position peaked at $18K in Q3 2020.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.