Planning Strategies
RKT icon

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
Q3 		$127 Sell
11
-12
-52% -$164 ﹤0.01% 1107
2026
Q2 		$362 Buy
+23
New +$332 ﹤0.01% 917

Other funds holding RKT

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Planning Strategies's RKT Position: Q3 2026 in Review

Planning Strategies reduced its Rocket Companies (RKT) stake by 52% in Q3 2026, selling an estimated $164 and leaving 11 shares worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Planning Strategies first reported a position in RKT in Q2 2026 and has held it in 2 quarters since. The position peaked at $362 in Q2 2026. 575 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Planning Strategies held 11 shares of Rocket Companies worth $127 as of Q3 2026.
  • Planning Strategies sold 12 Rocket Companies shares in Q3 2026, an estimated $164.
  • Rocket Companies made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #1107 holding.
  • Planning Strategies first reported a position in Rocket Companies in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Rocket Companies position peaked at $362 in Q2 2026.
  • 575 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.