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Laurel Oak Wealth Management’s Rocket Companies RKT Stock Holding History

Laurel Oak Wealth 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 		$176K Buy
11,180
+110
+1% +$1.59K 0.03% 369
2026
Q1 		$158K Sell
11,070
-2,685
-20% -$48.8K 0.03% 349
2025
Q4 		$266K Buy
+13,755
New +$246K 0.04% 287

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

Laurel Oak Wealth Management's RKT Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Rocket Companies (RKT) stake by 0.99% in Q2 2026, buying an estimated $1.59K and bringing the position to 11,180 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #369.

Laurel Oak Wealth Management first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $266K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Laurel Oak Wealth Management held 11,180 shares of Rocket Companies worth $176K as of Q2 2026.
  • Laurel Oak Wealth Management bought 110 Rocket Companies shares in Q2 2026, an estimated $1.59K.
  • Rocket Companies made up 0.03% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #369 holding.
  • Laurel Oak Wealth Management first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Rocket Companies position peaked at $266K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.