National Philanthropic Trust’s Rocket Companies RKT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$428K Buy
27,160
+7,812
+40% +$113K 0.01% 316
2026
Q1
$276K Buy
19,348
+6,900
+55% +$126K ﹤0.01% 321
2025
Q4
$241K Hold
12,448
﹤0.01% 350
2025
Q3
$241K Hold
12,448
﹤0.01% 292
2025
Q2
$177K Buy
+12,448
New +$161K ﹤0.01% 276

Other funds holding RKT

National Philanthropic Trust's RKT Position: Q2 2026 in Review

National Philanthropic Trust increased its Rocket Companies (RKT) stake by 40% in Q2 2026, buying an estimated $113K and bringing the position to 27,160 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #316.

National Philanthropic Trust first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. 735 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • National Philanthropic Trust held 27,160 shares of Rocket Companies worth $428K as of Q2 2026.
  • National Philanthropic Trust bought 7,812 Rocket Companies shares in Q2 2026, an estimated $113K.
  • Rocket Companies made up 0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #316 holding.
  • National Philanthropic Trust first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
  • 735 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.