Moisand Fitzgerald Tamayo’s Rocket Companies RKT Stock Holding History

Moisand Fitzgerald Tamayo’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	$3.15K	Hold	200	–	–	﹤0.01%	472
2026 Q1	$2.85K	Sell	200 -200	-50%	-$3.64K	﹤0.01%	451
2025 Q4	$7.74K	Hold	400	–	–	﹤0.01%	371
2025 Q3	$7.75K	Hold	400	–	–	﹤0.01%	382
2025 Q2	$5.67K	Hold	400	–	–	﹤0.01%	400
2025 Q1	$4.83K	Hold	400	–	–	﹤0.01%	412
2024 Q4	$4.5K	Hold	400	–	–	﹤0.01%	429
2024 Q3	$7.68K	Hold	400	–	–	﹤0.01%	386
2024 Q2	$5.48K	Hold	400	–	–	﹤0.01%	380
2024 Q1	$5.82K	Hold	400	–	–	﹤0.01%	372
2023 Q4	$5.79K	Hold	400	–	–	﹤0.01%	406
2023 Q3	$3.27K	Hold	400	–	–	﹤0.01%	487
2023 Q2	$3.58K	Hold	400	–	–	﹤0.01%	447
2023 Q1	$3.62K	Hold	400	–	–	﹤0.01%	458
2022 Q4	$2.8K	Hold	400	–	–	﹤0.01%	495
2022 Q3	$3K	Hold	400	–	–	﹤0.01%	453
2022 Q2	$3K	Buy	+400	New	+$3.46K	﹤0.01%	377
2022 Q1	–	Sell	-400	Closed	-$6K	–	628
2021 Q4	$6K	Hold	400	–	–	﹤0.01%	289
2021 Q3	$6K	Hold	400	–	–	﹤0.01%	282
2021 Q2	$8K	Hold	400	–	–	﹤0.01%	287
2021 Q1	$9K	Buy	400 +150	+60%	+$3.35K	﹤0.01%	225
2020 Q4	$5K	Hold	250	–	–	﹤0.01%	263
2020 Q3	$5K	Buy	+250	New	+$5.83K	﹤0.01%	246

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

Moisand Fitzgerald Tamayo's RKT Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Rocket Companies (RKT) position steady in Q2 2026 at 200 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Moisand Fitzgerald Tamayo first reported a position in RKT in Q3 2020 and has held it in 23 quarters since. The position peaked at $9K in Q1 2021. 790 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Moisand Fitzgerald Tamayo held 200 shares of Rocket Companies worth $3.15K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Rocket Companies share count unchanged in Q2 2026.
Rocket Companies made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #472 holding.
Moisand Fitzgerald Tamayo first reported a position in Rocket Companies in Q3 2020 and has held it in 23 quarters since.
Moisand Fitzgerald Tamayo's Rocket Companies position peaked at $9K in Q1 2021.
790 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.