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Planning Strategies’s Rocket Companies RKT Stock Holding History

Planning Strategies’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 		$362 Buy
+23
New +$332 ﹤0.01% 917

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

Planning Strategies's RKT Position: Q2 2026 in Review

Planning Strategies opened a new position in Rocket Companies (RKT) in Q2 2026: 23 shares worth $362. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings.

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

  • Planning Strategies held 23 shares of Rocket Companies worth $362 as of Q2 2026.
  • Rocket Companies was a new Planning Strategies position in Q2 2026.
  • Rocket Companies made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #917 holding.
  • 735 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.