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Kestra Investment Management’s Rocket Companies RKT Stock Holding History

Kestra Investment 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 		– Sell
-13,008
Closed -$185K – 551
2026
Q1 		$185K Buy
+13,008
New +$237K ﹤0.01% 436
2025
Q1 		– Sell
-314
Closed -$3.54K – 1310
2024
Q4 		$3.54K Buy
+314
New +$4.67K ﹤0.01% 957

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

Kestra Investment Management's RKT Position: Q2 2026 in Review

Kestra Investment Management sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 13,008 shares — an estimated $185K sold.

Kestra Investment Management first reported a position in RKT in Q4 2024 and held it in 2 quarters. The position peaked at $185K in Q1 2026. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Kestra Investment Management reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Kestra Investment Management sold 13,008 Rocket Companies shares in Q2 2026, an estimated $185K.
  • Kestra Investment Management first reported a position in Rocket Companies in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Rocket Companies position peaked at $185K in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.