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Marshall & Sterling Wealth Advisors’s Rocket Companies RKT Stock Holding History

Marshall & Sterling Wealth 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 		$13.7K Buy
869
+77
+10% +$1.11K 0.01% 228
2026
Q1 		$11.3K Hold
792
– – 0.01% 230
2025
Q4 		$15.3K Hold
792
– – 0.01% 209
2025
Q3 		$15.3K Buy
+792
New +$13.8K 0.01% 297

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

Marshall & Sterling Wealth Advisors's RKT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Rocket Companies (RKT) stake by 9.7% in Q2 2026, buying an estimated $1.11K and bringing the position to 869 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #228.

Marshall & Sterling Wealth Advisors first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.3K in Q3 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 869 shares of Rocket Companies worth $13.7K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 77 Rocket Companies shares in Q2 2026, an estimated $1.11K.
  • Rocket Companies made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #228 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • Marshall & Sterling Wealth Advisors's Rocket Companies position peaked at $15.3K in Q3 2025.
  • 794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.