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OneDigital Investment Advisors’s Rocket Companies RKT Stock Holding History

OneDigital 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 		$812K Buy
51,557
+793
+2% +$11.4K 0.01% 825
2026
Q1 		$723K Buy
50,764
+340
+0.7% +$6.19K 0.01% 801
2025
Q4 		$976K Buy
+50,424
New +$902K 0.01% 686

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OneDigital Investment Advisors's RKT Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Rocket Companies (RKT) stake by 1.6% in Q2 2026, buying an estimated $11.4K and bringing the position to 51,557 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #825.

OneDigital Investment Advisors first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $976K in Q4 2025. 567 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • OneDigital Investment Advisors held 51,557 shares of Rocket Companies worth $812K as of Q2 2026.
  • OneDigital Investment Advisors bought 793 Rocket Companies shares in Q2 2026, an estimated $11.4K.
  • Rocket Companies made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #825 holding.
  • OneDigital Investment Advisors first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's Rocket Companies position peaked at $976K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.