Planning Alternatives’s Rocket Companies RKT Stock Holding History

Planning Alternatives’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 Q3	$32.5M	Buy	+2,827,378	New	+$38.7M	3.46%	6

Other funds holding RKT

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Planning Alternatives's RKT Position: Q3 2026 in Review

Planning Alternatives opened a new position in Rocket Companies (RKT) in Q3 2026: 2,827,378 shares worth $32.5M. The stake represents 3.46% of the portfolio and ranks #6 among its holdings.

575 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

Planning Alternatives held 2,827,378 shares of Rocket Companies worth $32.5M as of Q3 2026.
Rocket Companies was a new Planning Alternatives position in Q3 2026.
Rocket Companies made up 3.46% of Planning Alternatives's portfolio in Q3 2026, its #6 holding.
575 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Planning Alternatives's 13F filing for Q3 2026, filed 13 Nov 2026.