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Mather Group’s Rocket Companies RKT Stock Holding History

Mather Group’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 		$40.6K Sell
2,577
-24
-0.9% -$346 ﹤0.01% 1152
2026
Q1 		$37.1K Buy
+2,601
New +$47.3K ﹤0.01% 1126
2025
Q4 		– Sell
-2,601
Closed -$50.4K – 1432
2025
Q3 		$50.4K Buy
+2,601
New +$45.4K ﹤0.01% 904
2025
Q2 		– Sell
-2,601
Closed -$31.4K – 1475
2025
Q1 		$31.4K Buy
2,601
+1,970
+312% +$25.4K ﹤0.01% 985
2024
Q4 		$7.11K Hold
631
– – ﹤0.01% 1317
2024
Q3 		$12.1K Hold
631
– – ﹤0.01% 1148
2024
Q2 		$9.18K Hold
631
– – ﹤0.01% 1477
2024
Q1 		$9.14K Buy
+631
New +$7.83K ﹤0.01% 1218

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

Mather Group's RKT Position: Q2 2026 in Review

Mather Group reduced its Rocket Companies (RKT) stake by 0.92% in Q2 2026, selling an estimated $346 and leaving 2,577 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Mather Group first reported a position in RKT in Q1 2024 and has held it in 8 quarters since. The position peaked at $50.4K in Q3 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Mather Group held 2,577 shares of Rocket Companies worth $40.6K as of Q2 2026.
  • Mather Group sold 24 Rocket Companies shares in Q2 2026, an estimated $346.
  • Rocket Companies made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1152 holding.
  • Mather Group first reported a position in Rocket Companies in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Rocket Companies position peaked at $50.4K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.