IEQ Capital’s Rocket Companies RKT Stock Holding History

IEQ Capital’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	$2.74M	Buy	173,796 +6,116	+4%	+$88.2K	0.01%	685
2026 Q1	$2.39M	Buy	167,680 +59,467	+55%	+$1.08M	0.01%	706
2025 Q4	$2.1M	Sell	108,213 -20,474	-16%	-$366K	0.01%	775
2025 Q3	$2.49M	Buy	128,687 +28,678	+29%	+$500K	0.01%	690
2025 Q2	$1.42M	Hold	100,009	–	–	0.01%	755
2025 Q1	$1.21M	Hold	100,009	–	–	0.01%	705
2024 Q4	$1.13M	Sell	100,009 -125	-0.1%	-$1.86K	0.01%	634
2024 Q3	$1.92M	Buy	100,134 +134	+0.1%	+$2.35K	0.02%	386
2024 Q2	$1.37M	Sell	100,000 -320	-0.3%	-$4.33K	0.02%	418
2024 Q1	$1.46M	Buy	100,320 +253	+0.3%	+$3.14K	0.02%	378
2023 Q4	$1.45M	Buy	100,067 +67	+0.1%	+$642	0.02%	344
2023 Q3	$818K	Hold	100,000	–	–	0.02%	447
2023 Q2	$896K	Hold	100,000	–	–	0.02%	415
2023 Q1	$906K	Hold	100,000	–	–	0.02%	415
2022 Q4	$700K	Buy	+100,000	New	+$730K	0.02%	429
2021 Q1	–	Sell	-12,700	Closed	-$257K	–	499
2020 Q4	$257K	Buy	12,700 +2,000	+19%	+$42.2K	0.01%	216
2020 Q3	$213K	Buy	+10,700	New	+$250K	0.01%	355

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IEQ Capital's RKT Position: Q2 2026 in Review

IEQ Capital increased its Rocket Companies (RKT) stake by 3.6% in Q2 2026, buying an estimated $88.2K and bringing the position to 173,796 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #685.

IEQ Capital first reported a position in RKT in Q3 2020 and has held it in 17 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

IEQ Capital held 173,796 shares of Rocket Companies worth $2.74M as of Q2 2026.
IEQ Capital bought 6,116 Rocket Companies shares in Q2 2026, an estimated $88.2K.
Rocket Companies made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #685 holding.
IEQ Capital first reported a position in Rocket Companies in Q3 2020 and has held it in 17 quarters since.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.