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Montag & Associates’s Rocket Companies RKT Stock Holding History

Montag & Associates’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 		$885 Buy
56
+17
+44% +$245 ﹤0.01% 930
2026
Q1 		$561 Buy
+39
New +$710 ﹤0.01% 919

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

Montag & Associates's RKT Position: Q2 2026 in Review

Montag & Associates increased its Rocket Companies (RKT) stake by 44% in Q2 2026, buying an estimated $245 and bringing the position to 56 shares worth $885. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Montag & Associates first reported a position in RKT in Q1 2026 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Montag & Associates held 56 shares of Rocket Companies worth $885 as of Q2 2026.
  • Montag & Associates bought 17 Rocket Companies shares in Q2 2026, an estimated $245.
  • Rocket Companies made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #930 holding.
  • Montag & Associates first reported a position in Rocket Companies in Q1 2026 and has held it in 2 quarters since.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.