KWA
RKT icon

Kingswood Wealth Advisors’s Rocket Companies RKT Stock Holding History

Kingswood Wealth 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 		$236K Sell
14,972
-5,884
-28% -$84.8K 0.01% 889
2026
Q1 		$297K Sell
20,856
-35,622
-63% -$648K 0.01% 715
2025
Q4 		$1.09M Buy
56,478
+2,286
+4% +$40.9K 0.05% 331
2025
Q3 		$1.05M Sell
54,192
-17,655
-25% -$308K 0.06% 308
2025
Q2 		$1.02M Buy
71,847
+4,600
+7% +$59.7K 0.08% 261
2025
Q1 		$831K Buy
+67,247
New +$868K 0.08% 288

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

Kingswood Wealth Advisors's RKT Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Rocket Companies (RKT) stake by 28% in Q2 2026, selling an estimated $84.8K and leaving 14,972 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #889.

Kingswood Wealth Advisors first reported a position in RKT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Kingswood Wealth Advisors held 14,972 shares of Rocket Companies worth $236K as of Q2 2026.
  • Kingswood Wealth Advisors sold 5,884 Rocket Companies shares in Q2 2026, an estimated $84.8K.
  • Rocket Companies made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #889 holding.
  • Kingswood Wealth Advisors first reported a position in Rocket Companies in Q1 2025 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's Rocket Companies position peaked at $1.09M in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.