LJAC
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L.J. Altfest & Co’s Rocket Companies RKT Stock Holding History

L.J. Altfest & Co’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
-32,457
Closed -$463K – 347
2026
Q1 		$463K Sell
32,457
-32,642
-50% -$594K 0.05% 229
2025
Q4 		$1.26M Sell
65,099
-15,271
-19% -$273K 0.14% 117
2025
Q3 		$1.56M Buy
80,370
+10,350
+15% +$180K 0.17% 93
2025
Q2 		$993K Buy
70,020
+29,159
+71% +$378K 0.12% 122
2025
Q1 		$493K Buy
+40,861
New +$527K 0.06% 219

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

L.J. Altfest & Co's RKT Position: Q2 2026 in Review

L.J. Altfest & Co sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 32,457 shares — an estimated $463K sold.

L.J. Altfest & Co first reported a position in RKT in Q1 2025 and held it in 5 quarters. The position peaked at $1.56M in Q3 2025. 792 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • L.J. Altfest & Co reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • L.J. Altfest & Co sold 32,457 Rocket Companies shares in Q2 2026, an estimated $463K.
  • L.J. Altfest & Co first reported a position in Rocket Companies in Q1 2025 and held it in 5 quarters.
  • L.J. Altfest & Co's Rocket Companies position peaked at $1.56M in Q3 2025.
  • 792 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.