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HM Payson & Co’s Rocket Companies RKT Stock Holding History

HM Payson & Co’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 		$2.95K Buy
187
+72
+63% +$1.04K ﹤0.01% 1023
2026
Q1 		$1.64K Buy
115
+5
+5% +$91 ﹤0.01% 1060
2025
Q4 		$2.13K Buy
+110
New +$1.97K ﹤0.01% 1052

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

HM Payson & Co's RKT Position: Q2 2026 in Review

HM Payson & Co increased its Rocket Companies (RKT) stake by 63% in Q2 2026, buying an estimated $1.04K and bringing the position to 187 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

HM Payson & Co first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • HM Payson & Co held 187 shares of Rocket Companies worth $2.95K as of Q2 2026.
  • HM Payson & Co bought 72 Rocket Companies shares in Q2 2026, an estimated $1.04K.
  • Rocket Companies made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1023 holding.
  • HM Payson & Co first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.