Pension & Wealth Management Advisors’s Rocket Companies RKT Stock Holding History

Pension & Wealth Management 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	$13.4K	Buy	+850	New	+$12.3K	﹤0.01%	424

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pension & Wealth Management Advisors's RKT Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Rocket Companies (RKT) in Q2 2026: 850 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings.

735 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Pension & Wealth Management Advisors held 850 shares of Rocket Companies worth $13.4K as of Q2 2026.
Rocket Companies was a new Pension & Wealth Management Advisors position in Q2 2026.
Rocket Companies made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #424 holding.
735 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.