Philip James Wealth Mangement’s Rocket Companies RKT Stock Holding History

Philip James Wealth Mangement’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	$13.7M	Buy	867,907 +123,526	+17%	+$1.78M	1.54%	12
2026 Q1	$10.6M	Sell	744,381 -11,177	-1%	-$203K	1.22%	15
2025 Q4	$14.6M	Buy	755,558 +3,435	+0.5%	+$61.4K	1.69%	11
2025 Q3	$14.6M	Sell	752,123 -11,544	-2%	-$201K	1.7%	10
2025 Q2	$10.8M	Sell	763,667 -2,530	-0.3%	-$32.8K	1.38%	14
2025 Q1	$9.25M	Buy	766,197 +461,472	+151%	+$5.95M	1.13%	16
2024 Q4	$3.43M	Sell	304,725 -50,216	-14%	-$747K	0.44%	50
2024 Q3	$6.81M	Buy	+354,941	New	+$6.23M	0.84%	28

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

Philip James Wealth Mangement's RKT Position: Q2 2026 in Review

Philip James Wealth Mangement increased its Rocket Companies (RKT) stake by 17% in Q2 2026, buying an estimated $1.78M and bringing the position to 867,907 shares worth $13.7M. The position accounts for 1.54% of the portfolio, ranked #12.

Philip James Wealth Mangement first reported a position in RKT in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.6M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Philip James Wealth Mangement held 867,907 shares of Rocket Companies worth $13.7M as of Q2 2026.
Philip James Wealth Mangement bought 123,526 Rocket Companies shares in Q2 2026, an estimated $1.78M.
Rocket Companies made up 1.54% of Philip James Wealth Mangement's portfolio in Q2 2026, its #12 holding.
Philip James Wealth Mangement first reported a position in Rocket Companies in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's Rocket Companies position peaked at $14.6M in Q4 2025.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.