Keebeck Wealth Management’s Rocket Companies RKT Stock Holding History

Keebeck 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	$292K	Sell	18,529 -1,812	-9%	-$26.1K	0.03%	390
2026 Q1	$290K	Sell	20,341 -14,934	-42%	-$272K	0.03%	331
2025 Q4	$683K	Sell	35,275 -4,375	-11%	-$78.2K	0.08%	180
2025 Q3	$768K	Sell	39,650 -11,609	-23%	-$202K	0.09%	164
2025 Q2	$727K	Sell	51,259 -11,041	-18%	-$143K	0.1%	156
2025 Q1	$752K	Hold	62,300	–	–	0.11%	145
2024 Q4	$701K	Hold	62,300	–	–	0.1%	145
2024 Q3	$1.2M	Sell	62,300 -15,000	-19%	-$263K	0.17%	121
2024 Q2	$1.06M	Hold	77,300	–	–	0.16%	130
2024 Q1	$1.12M	Sell	77,300 -5,800	-7%	-$72K	0.17%	132
2023 Q4	$1.2M	Buy	83,100 +1,100	+1%	+$10.5K	0.2%	120
2023 Q3	$671K	Hold	82,000	–	–	0.12%	144
2023 Q2	$735K	Sell	82,000 -1,000	-1%	-$8.7K	0.1%	146
2023 Q1	$752K	Buy	83,000 +43,000	+108%	+$371K	0.12%	130
2022 Q4	$280K	Buy	+40,000	New	+$292K	0.05%	204

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Keebeck Wealth Management's RKT Position: Q2 2026 in Review

Keebeck Wealth Management reduced its Rocket Companies (RKT) stake by 8.9% in Q2 2026, selling an estimated $26.1K and leaving 18,529 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #390.

Keebeck Wealth Management first reported a position in RKT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q4 2023. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Keebeck Wealth Management held 18,529 shares of Rocket Companies worth $292K as of Q2 2026.
Keebeck Wealth Management sold 1,812 Rocket Companies shares in Q2 2026, an estimated $26.1K.
Rocket Companies made up 0.03% of Keebeck Wealth Management's portfolio in Q2 2026, its #390 holding.
Keebeck Wealth Management first reported a position in Rocket Companies in Q4 2022 and has held it in 15 quarters since.
Keebeck Wealth Management's Rocket Companies position peaked at $1.2M in Q4 2023.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.