Lido Advisors’s Rocket Companies RKT Stock Holding History

Lido 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	–	Sell	-46,069	Closed	-$657K	–	2247
2026 Q1	$657K	Buy	+46,069	New	+$838K	﹤0.01%	1158

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

Lido Advisors's RKT Position: Q2 2026 in Review

Lido Advisors sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 46,069 shares — an estimated $657K sold.

Lido Advisors first reported a position in RKT in Q1 2026 and held it in 1 quarter. The position peaked at $657K in Q1 2026. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Lido Advisors reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
Lido Advisors sold 46,069 Rocket Companies shares in Q2 2026, an estimated $657K.
Lido Advisors first reported a position in Rocket Companies in Q1 2026 and held it in 1 quarter.
Lido Advisors's Rocket Companies position peaked at $657K in Q1 2026.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.