MAI Capital Management’s Rocket Companies RKT Stock Holding History

MAI Capital 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	$283K	Buy	17,995 +8,219	+84%	+$118K	﹤0.01%	1627
2026 Q1	$139K	Buy	9,776 +7,038	+257%	+$128K	﹤0.01%	1661
2025 Q4	$53K	Buy	2,738 +90	+3%	+$1.61K	﹤0.01%	1980
2025 Q3	$51.3K	Buy	2,648 +2,372	+859%	+$41.4K	﹤0.01%	1911
2025 Q2	$3.91K	Sell	276 -92	-25%	-$1.19K	﹤0.01%	3166
2025 Q1	$4.44K	Hold	368	–	–	﹤0.01%	2753
2024 Q4	$4.14K	Buy	+368	New	+$5.48K	﹤0.01%	2836
2024 Q2	–	Sell	-24,853	Closed	-$362K	–	1290
2024 Q1	$362K	Sell	24,853 -24	-0.1%	-$298	﹤0.01%	920
2023 Q4	$360K	Buy	24,877 +59	+0.2%	+$565	﹤0.01%	810
2023 Q3	$203K	Sell	24,818 -550	-2%	-$5.56K	﹤0.01%	961
2023 Q2	$227K	Sell	25,368 -200	-0.8%	-$1.74K	﹤0.01%	920
2023 Q1	$232K	Buy	+25,568	New	+$220K	﹤0.01%	897

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

MAI Capital Management's RKT Position: Q2 2026 in Review

MAI Capital Management increased its Rocket Companies (RKT) stake by 84% in Q2 2026, buying an estimated $118K and bringing the position to 17,995 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

MAI Capital Management first reported a position in RKT in Q1 2023 and has held it in 12 quarters since. The position peaked at $362K in Q1 2024. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

MAI Capital Management held 17,995 shares of Rocket Companies worth $283K as of Q2 2026.
MAI Capital Management bought 8,219 Rocket Companies shares in Q2 2026, an estimated $118K.
Rocket Companies made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1627 holding.
MAI Capital Management first reported a position in Rocket Companies in Q1 2023 and has held it in 12 quarters since.
MAI Capital Management's Rocket Companies position peaked at $362K in Q1 2024.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.