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Mount Yale Investment Advisors’s Rocket Companies RKT Stock Holding History

Mount Yale Investment Advisors’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 		$545K Sell
34,608
-29,497
-46% -$425K 0.01% 754
2026
Q1 		$913K Buy
+64,105
New +$1.17M 0.02% 544
2025
Q3 		– Sell
-59
Closed -$837 – 1408
2025
Q2 		$837 Buy
+59
New +$765 ﹤0.01% 1395

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

Mount Yale Investment Advisors's RKT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Rocket Companies (RKT) stake by 46% in Q2 2026, selling an estimated $425K and leaving 34,608 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #754.

Mount Yale Investment Advisors first reported a position in RKT in Q2 2025 and has held it in 3 quarters since. The position peaked at $913K in Q1 2026. 796 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Mount Yale Investment Advisors held 34,608 shares of Rocket Companies worth $545K as of Q2 2026.
  • Mount Yale Investment Advisors sold 29,497 Rocket Companies shares in Q2 2026, an estimated $425K.
  • Rocket Companies made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #754 holding.
  • Mount Yale Investment Advisors first reported a position in Rocket Companies in Q2 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Rocket Companies position peaked at $913K in Q1 2026.
  • 796 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.