MV Capital Management’s Rocket Companies RKT Stock Holding History

MV Capital 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	$788	Sell	50 -10	-17%	-$144	﹤0.01%	962
2026 Q1	$855	Sell	60 -72	-55%	-$1.31K	﹤0.01%	891
2025 Q4	$2.56K	Sell	132 -9	-6%	-$161	﹤0.01%	694
2025 Q3	$2.73K	Buy	141 +101	+253%	+$1.76K	﹤0.01%	679
2025 Q2	$568	Buy	40 +3	+8%	+$39	﹤0.01%	835
2025 Q1	$447	Buy	37 +34	+1,133%	+$439	﹤0.01%	832
2024 Q4	$34	Hold	3	–	–	﹤0.01%	1025
2024 Q3	$58	Sell	3 -1	-25%	-$18	﹤0.01%	1007
2024 Q2	$55	Buy	+4	New	+$54	﹤0.01%	957

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

MV Capital Management's RKT Position: Q2 2026 in Review

MV Capital Management reduced its Rocket Companies (RKT) stake by 17% in Q2 2026, selling an estimated $144 and leaving 50 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #962.

MV Capital Management first reported a position in RKT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.73K in Q3 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

MV Capital Management held 50 shares of Rocket Companies worth $788 as of Q2 2026.
MV Capital Management sold 10 Rocket Companies shares in Q2 2026, an estimated $144.
Rocket Companies made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #962 holding.
MV Capital Management first reported a position in Rocket Companies in Q2 2024 and has held it in 9 quarters since.
MV Capital Management's Rocket Companies position peaked at $2.73K in Q3 2025.
794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.