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NewEdge Wealth’s Rocket Companies RKT Stock Holding History

NewEdge Wealth’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 		$284K Buy
18,052
+3,595
+25% +$51.8K ﹤0.01% 1057
2026
Q1 		$206K Buy
14,457
+1,253
+9% +$22.8K ﹤0.01% 1083
2025
Q4 		$256K Buy
13,204
+707
+6% +$12.6K ﹤0.01% 1081
2025
Q3 		$204K Buy
+12,497
New +$218K ﹤0.01% 988

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

NewEdge Wealth's RKT Position: Q2 2026 in Review

NewEdge Wealth increased its Rocket Companies (RKT) stake by 25% in Q2 2026, buying an estimated $51.8K and bringing the position to 18,052 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

NewEdge Wealth first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • NewEdge Wealth held 18,052 shares of Rocket Companies worth $284K as of Q2 2026.
  • NewEdge Wealth bought 3,595 Rocket Companies shares in Q2 2026, an estimated $51.8K.
  • Rocket Companies made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1057 holding.
  • NewEdge Wealth first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.