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Momentum Wealth Planning’s Rocket Companies RKT Stock Holding History

Momentum Wealth Planning’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 		– Sell
-15,500
Closed -$223K – 43
2026
Q1 		$221K Buy
15,500
+2,700
+21% +$49.1K 0.2% 33
2025
Q4 		$248K Buy
+12,800
New +$229K 0.19% 38
2025
Q3 		– Sell
-65,354
Closed -$927K – 48
2025
Q2 		$927K Buy
+65,354
New +$848K 0.79% 24

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

Momentum Wealth Planning's RKT Position: Q2 2026 in Review

Momentum Wealth Planning sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 15,500 shares — an estimated $223K sold.

Momentum Wealth Planning first reported a position in RKT in Q2 2025 and held it in 3 quarters. The position peaked at $927K in Q2 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Momentum Wealth Planning reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Momentum Wealth Planning sold 15,500 Rocket Companies shares in Q2 2026, an estimated $223K.
  • Momentum Wealth Planning first reported a position in Rocket Companies in Q2 2025 and held it in 3 quarters.
  • Momentum Wealth Planning's Rocket Companies position peaked at $927K in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.