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Kelleher Financial Advisors’s Rocket Companies RKT Stock Holding History

Kelleher Financial 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 		$364K Buy
+23,125
New +$333K 0.05% 210
2026
Q1 		– Sell
-22,740
Closed -$440K – 702
2025
Q4 		$440K Buy
+22,740
New +$407K 0.1% 126
2025
Q3 		– Sell
-22,140
Closed -$314K – 657
2025
Q2 		$314K Buy
+22,140
New +$287K 0.11% 104

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

Kelleher Financial Advisors's RKT Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Rocket Companies (RKT) in Q2 2026: 23,125 shares worth $364K. The stake represents 0.05% of the portfolio and ranks #210 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in RKT as recently as Q4 2025.

Kelleher Financial Advisors first reported a position in RKT in Q2 2025 and has held it in 3 quarters since. The position peaked at $440K in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Kelleher Financial Advisors held 23,125 shares of Rocket Companies worth $364K as of Q2 2026.
  • Rocket Companies was a new Kelleher Financial Advisors position in Q2 2026.
  • Rocket Companies made up 0.05% of Kelleher Financial Advisors's portfolio in Q2 2026, its #210 holding.
  • Kelleher Financial Advisors first reported a position in Rocket Companies in Q2 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Rocket Companies position peaked at $440K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.