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Institute for Wealth Management’s Rocket Companies RKT Stock Holding History

Institute for 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 		$375K Hold
23,811
– – 0.03% 384
2026
Q1 		$339K Buy
23,811
+4,015
+20% +$73K 0.04% 397
2025
Q4 		$383K Buy
19,796
+1,902
+11% +$34K 0.04% 370
2025
Q3 		$347K Buy
+17,894
New +$312K 0.04% 418

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

Institute for Wealth Management's RKT Position: Q2 2026 in Review

Institute for Wealth Management held its Rocket Companies (RKT) position steady in Q2 2026 at 23,811 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #384.

Institute for Wealth Management first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $383K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Institute for Wealth Management held 23,811 shares of Rocket Companies worth $375K as of Q2 2026.
  • Institute for Wealth Management left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #384 holding.
  • Institute for Wealth Management first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • Institute for Wealth Management's Rocket Companies position peaked at $383K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.