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IFP Advisors’s Rocket Companies RKT Stock Holding History

IFP 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 		$110K Sell
6,961
-2,844
-29% -$41K ﹤0.01% 1920
2026
Q1 		$140K Buy
9,805
+1,166
+13% +$21.2K ﹤0.01% 1611
2025
Q4 		$167K Buy
8,639
+739
+9% +$13.2K ﹤0.01% 1474
2025
Q3 		$153K Buy
7,900
+1,800
+30% +$31.4K ﹤0.01% 1427
2025
Q2 		$86.5K Buy
+6,100
New +$79.1K ﹤0.01% 1717
2025
Q1 		– Hold
0
– – – 3194
2024
Q4 		– Sell
-8
Closed -$119 – 3163
2024
Q3 		$154 Sell
8
-218
-96% -$3.83K ﹤0.01% 3216
2024
Q2 		$3.1K Sell
226
-4
-2% -$54 ﹤0.01% 2716
2024
Q1 		$3.35K Buy
230
+4
+2% +$50 ﹤0.01% 2565
2023
Q4 		$3.27K Buy
226
+1
+0.4% +$10 ﹤0.01% 2549
2023
Q3 		$1.84K Sell
225
-1,000
-82% -$10.1K ﹤0.01% 2859
2023
Q2 		$11K Hold
1,225
– – ﹤0.01% 2269
2023
Q1 		$26.4K Sell
1,225
-509
-29% -$4.39K ﹤0.01% 1899
2022
Q4 		$37K Sell
1,734
-214
-11% -$1.56K ﹤0.01% 2446
2022
Q3 		$41K Buy
1,948
+141
+8% +$1.23K ﹤0.01% 2527
2022
Q2 		$39K Hold
1,807
– – ﹤0.01% 2336
2022
Q1 		$39K Buy
1,807
+582
+48% +$7.2K ﹤0.01% 2336
2021
Q4 		$17K Hold
1,225
– – ﹤0.01% 2021
2021
Q3 		$20K Hold
1,225
– – ﹤0.01% 1985
2021
Q2 		$23K Buy
1,225
+152
+14% +$3.08K ﹤0.01% 1877
2021
Q1 		$24K Sell
1,073
-1,913
-64% -$42.8K ﹤0.01% 1776
2020
Q4 		$60K Sell
2,986
-3,846
-56% -$81.2K ﹤0.01% 1364
2020
Q3 		$137K Buy
+6,832
New +$159K 0.01% 851

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

IFP Advisors's RKT Position: Q2 2026 in Review

IFP Advisors reduced its Rocket Companies (RKT) stake by 29% in Q2 2026, selling an estimated $41K and leaving 6,961 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

IFP Advisors first reported a position in RKT in Q3 2020 and has held it in 22 quarters since. The position peaked at $167K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • IFP Advisors held 6,961 shares of Rocket Companies worth $110K as of Q2 2026.
  • IFP Advisors sold 2,844 Rocket Companies shares in Q2 2026, an estimated $41K.
  • Rocket Companies made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1920 holding.
  • IFP Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 22 quarters since.
  • IFP Advisors's Rocket Companies position peaked at $167K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.