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Panoramic Investment Advisors’s Rocket Companies RKT Stock Holding History

Panoramic 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 		– Sell
-11,450
Closed -$163K – 144
2026
Q1 		$163K Buy
11,450
+200
+2% +$3.64K 0.09% 129
2025
Q4 		$218K Buy
11,250
+250
+2% +$4.47K 0.12% 118
2025
Q3 		$213K Hold
11,000
– – 0.12% 119
2025
Q2 		$156K Buy
+11,000
New +$143K 0.1% 119

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

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

Panoramic Investment Advisors sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 11,450 shares — an estimated $163K sold.

Panoramic Investment Advisors first reported a position in RKT in Q2 2025 and held it in 4 quarters. The position peaked at $218K in Q4 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Panoramic Investment Advisors reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Panoramic Investment Advisors sold 11,450 Rocket Companies shares in Q2 2026, an estimated $163K.
  • Panoramic Investment Advisors first reported a position in Rocket Companies in Q2 2025 and held it in 4 quarters.
  • Panoramic Investment Advisors's Rocket Companies position peaked at $218K in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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