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Innovative Asset Advisors Group’s Rocket Companies RKT Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-9,150
Closed -$130K – 856
2026
Q1 		$130K Buy
+9,150
New +$166K 0.08% 173

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Innovative Asset Advisors Group's RKT Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 9,150 shares — an estimated $130K sold.

Innovative Asset Advisors Group first reported a position in RKT in Q1 2026 and held it in 1 quarter. The position peaked at $130K in Q1 2026. 735 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 9,150 Rocket Companies shares in Q2 2026, an estimated $130K.
  • Innovative Asset Advisors Group first reported a position in Rocket Companies in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Rocket Companies position peaked at $130K in Q1 2026.
  • 735 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.