Perigon Wealth Management’s Rocket Companies RKT Stock Holding History

Perigon Wealth Management’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	$1.31M	Buy	83,294 +9,742	+13%	+$140K	0.02%	500
2026 Q1	$1.05M	Sell	73,552 -8,111	-10%	-$148K	0.02%	518
2025 Q4	$1.58M	Buy	81,663 +4,716	+6%	+$84.3K	0.03%	424
2025 Q3	$1.49M	Buy	+76,947	New	+$1.34M	0.03%	411
2021 Q1	–	Sell	-7,415	Closed	-$150K	–	916
2020 Q4	$150K	Buy	+7,415	New	+$156K	0.02%	461

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

Perigon Wealth Management's RKT Position: Q2 2026 in Review

Perigon Wealth Management increased its Rocket Companies (RKT) stake by 13% in Q2 2026, buying an estimated $140K and bringing the position to 83,294 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #500.

Perigon Wealth Management first reported a position in RKT in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.58M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Perigon Wealth Management held 83,294 shares of Rocket Companies worth $1.31M as of Q2 2026.
Perigon Wealth Management bought 9,742 Rocket Companies shares in Q2 2026, an estimated $140K.
Rocket Companies made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #500 holding.
Perigon Wealth Management first reported a position in Rocket Companies in Q4 2020 and has held it in 5 quarters since.
Perigon Wealth Management's Rocket Companies position peaked at $1.58M in Q4 2025.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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