Kestra Private Wealth Services’s Rocket Companies RKT Stock Holding History

Kestra Private Wealth Services’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	$1.27M	Sell	80,776 -26,345	-25%	-$380K	0.01%	780
2026 Q1	$1.53M	Sell	107,121 -2,682	-2%	-$48.8K	0.02%	648
2025 Q4	$2.13M	Buy	109,803 +47,649	+77%	+$852K	0.03%	521
2025 Q3	$1.2M	Buy	62,154 +22,931	+58%	+$400K	0.02%	701
2025 Q2	$556K	Buy	39,223 +13,553	+53%	+$176K	0.01%	982
2025 Q1	$310K	Buy	+25,670	New	+$331K	0.01%	1184
2021 Q1	–	Sell	-38,045	Closed	-$805K	–	839
2020 Q4	$805K	Buy	38,045 +8,510	+29%	+$180K	0.06%	322
2020 Q3	$589K	Buy	+29,535	New	+$689K	0.05%	348

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

Kestra Private Wealth Services's RKT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Rocket Companies (RKT) stake by 25% in Q2 2026, selling an estimated $380K and leaving 80,776 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #780.

Kestra Private Wealth Services first reported a position in RKT in Q3 2020 and has held it in 8 quarters since. The position peaked at $2.13M in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Kestra Private Wealth Services held 80,776 shares of Rocket Companies worth $1.27M as of Q2 2026.
Kestra Private Wealth Services sold 26,345 Rocket Companies shares in Q2 2026, an estimated $380K.
Rocket Companies made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #780 holding.
Kestra Private Wealth Services first reported a position in Rocket Companies in Q3 2020 and has held it in 8 quarters since.
Kestra Private Wealth Services's Rocket Companies position peaked at $2.13M in Q4 2025.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.