JWCA
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J.W. Cole Advisors’s Rocket Companies RKT Stock Holding History

J.W. Cole 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 		$279K Buy
+17,728
New +$256K ﹤0.01% 1319

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

J.W. Cole Advisors's RKT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Rocket Companies (RKT) in Q2 2026: 17,728 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #1319 among its holdings.

788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • J.W. Cole Advisors held 17,728 shares of Rocket Companies worth $279K as of Q2 2026.
  • Rocket Companies was a new J.W. Cole Advisors position in Q2 2026.
  • Rocket Companies made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1319 holding.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.