IWC
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Integrated Wealth Concepts’s Rocket Companies RKT Stock Holding History

Integrated Wealth Concepts’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 		$2.25M Buy
142,805
+35,239
+33% +$508K 0.01% 904
2026
Q1 		$1.53M Buy
107,566
+96,546
+876% +$1.76M 0.01% 884
2025
Q4 		$213K Sell
11,020
-22,365
-67% -$400K ﹤0.01% 1492
2025
Q3 		$647K Buy
33,385
+8,727
+35% +$152K 0.01% 1208
2025
Q2 		$350K Buy
+24,658
New +$320K ﹤0.01% 1478

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

Integrated Wealth Concepts's RKT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Rocket Companies (RKT) stake by 33% in Q2 2026, buying an estimated $508K and bringing the position to 142,805 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #904.

Integrated Wealth Concepts first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Integrated Wealth Concepts held 142,805 shares of Rocket Companies worth $2.25M as of Q2 2026.
  • Integrated Wealth Concepts bought 35,239 Rocket Companies shares in Q2 2026, an estimated $508K.
  • Rocket Companies made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #904 holding.
  • Integrated Wealth Concepts first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.