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MorganRosel Wealth Management’s Rocket Companies RKT Stock Holding History

MorganRosel Wealth Management’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
-35,351
Closed -$504K – 113
2026
Q1 		$504K Sell
35,351
-25,725
-42% -$468K 0.2% 76
2025
Q4 		$1.18M Buy
+61,076
New +$1.09M 0.3% 53

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

MorganRosel Wealth Management's RKT Position: Q2 2026 in Review

MorganRosel Wealth Management sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 35,351 shares — an estimated $504K sold.

MorganRosel Wealth Management first reported a position in RKT in Q4 2025 and held it in 2 quarters. The position peaked at $1.18M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • MorganRosel Wealth Management reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • MorganRosel Wealth Management sold 35,351 Rocket Companies shares in Q2 2026, an estimated $504K.
  • MorganRosel Wealth Management first reported a position in Rocket Companies in Q4 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Rocket Companies position peaked at $1.18M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.