Marietta Wealth Management’s Rocket Companies RKT Stock Holding History

Marietta 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	$4.82M	Buy	305,903 +34,439	+13%	+$496K	0.5%	72
2026 Q1	$3.87M	Buy	+271,464	New	+$4.94M	0.46%	75

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

Marietta Wealth Management's RKT Position: Q2 2026 in Review

Marietta Wealth Management increased its Rocket Companies (RKT) stake by 13% in Q2 2026, buying an estimated $496K and bringing the position to 305,903 shares worth $4.82M. The position accounts for 0.5% of the portfolio, ranked #72.

Marietta Wealth Management first reported a position in RKT in Q1 2026 and has held it in 2 quarters since. 790 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Marietta Wealth Management held 305,903 shares of Rocket Companies worth $4.82M as of Q2 2026.
Marietta Wealth Management bought 34,439 Rocket Companies shares in Q2 2026, an estimated $496K.
Rocket Companies made up 0.5% of Marietta Wealth Management's portfolio in Q2 2026, its #72 holding.
Marietta Wealth Management first reported a position in Rocket Companies in Q1 2026 and has held it in 2 quarters since.
790 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.