NewEdge Advisors’s Rocket Companies RKT Stock Holding History

NewEdge 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	$815K	Buy	51,724 +7,290	+16%	+$105K	﹤0.01%	1789
2026 Q1	$633K	Buy	44,434 +21,765	+96%	+$396K	﹤0.01%	1804
2025 Q4	$439K	Sell	22,669 -69,087	-75%	-$1.24M	﹤0.01%	2068
2025 Q3	$1.78M	Buy	91,756 +91,606	+61,071%	+$1.6M	0.01%	1082
2025 Q2	$2.13K	Hold	150	–	–	﹤0.01%	3610
2025 Q1	$1.81K	Hold	150	–	–	﹤0.01%	3531
2024 Q4	$1.69K	Hold	150	–	–	﹤0.01%	3478
2024 Q3	$2.88K	Buy	+150	New	+$2.63K	﹤0.01%	3315
2023 Q1	–	Sell	-537	Closed	-$3.76K	–	3994
2022 Q4	$3.76K	Buy	+537	New	+$3.92K	﹤0.01%	2680
2021 Q1	–	Sell	-22,610	Closed	-$457K	–	1100
2020 Q4	$457K	Buy	22,610 +700	+3%	+$14.8K	0.02%	644
2020 Q3	$437K	Buy	+21,910	New	+$511K	0.02%	612

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

NewEdge Advisors's RKT Position: Q2 2026 in Review

NewEdge Advisors increased its Rocket Companies (RKT) stake by 16% in Q2 2026, buying an estimated $105K and bringing the position to 51,724 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

NewEdge Advisors first reported a position in RKT in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.78M in Q3 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

NewEdge Advisors held 51,724 shares of Rocket Companies worth $815K as of Q2 2026.
NewEdge Advisors bought 7,290 Rocket Companies shares in Q2 2026, an estimated $105K.
Rocket Companies made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1789 holding.
NewEdge Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 11 quarters since.
NewEdge Advisors's Rocket Companies position peaked at $1.78M in Q3 2025.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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