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Pinnacle Wealth Planning Services’s Rocket Companies RKT Stock Holding History

Pinnacle Wealth Planning Services’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 		$85.5K Sell
5,431
-388
-7% -$5.59K 0.01% 949
2026
Q1 		$82.9K Sell
5,819
-4,391
-43% -$79.9K 0.01% 896
2025
Q4 		$198K Buy
+10,210
New +$183K 0.02% 468

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

Pinnacle Wealth Planning Services's RKT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Rocket Companies (RKT) stake by 6.7% in Q2 2026, selling an estimated $5.59K and leaving 5,431 shares worth $85.5K. The position accounts for 0.01% of the portfolio, ranked #949.

Pinnacle Wealth Planning Services first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $198K in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,431 shares of Rocket Companies worth $85.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 388 Rocket Companies shares in Q2 2026, an estimated $5.59K.
  • Rocket Companies made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #949 holding.
  • Pinnacle Wealth Planning Services first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Rocket Companies position peaked at $198K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.