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Private Advisor Group’s Rocket Companies RKT Stock Holding History

Private Advisor Group’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 		$3.41M Buy
216,634
+1,449
+0.7% +$20.9K 0.02% 783
2026
Q1 		$3.07M Buy
215,185
+2,053
+1% +$37.4K 0.01% 844
2025
Q4 		$4.13M Buy
213,132
+180,764
+558% +$3.23M 0.02% 705
2025
Q3 		$627K Buy
+32,368
New +$564K ﹤0.01% 1648
2024
Q4 		– Sell
-14,798
Closed -$284K – 2469
2024
Q3 		$284K Buy
14,798
+3,129
+27% +$54.9K ﹤0.01% 1986
2024
Q2 		$160K Sell
11,669
-1,134
-9% -$15.3K ﹤0.01% 2185
2024
Q1 		$186K Sell
12,803
-9,115
-42% -$113K ﹤0.01% 2128
2023
Q4 		$317K Buy
+21,918
New +$210K ﹤0.01% 1746
2022
Q2 		– Sell
-10,924
Closed -$121K – 2228
2022
Q1 		$121K Buy
10,924
+788
+8% +$9.75K ﹤0.01% 1973
2021
Q4 		$142K Buy
+10,136
New +$161K ﹤0.01% 1984
2021
Q2 		– Sell
-12,548
Closed -$290K – 2033
2021
Q1 		$290K Sell
12,548
-19,118
-60% -$427K ﹤0.01% 1558
2020
Q4 		$640K Buy
31,666
+16,210
+105% +$342K 0.01% 1107
2020
Q3 		$308K Buy
+15,456
New +$360K ﹤0.01% 1243

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

Private Advisor Group's RKT Position: Q2 2026 in Review

Private Advisor Group increased its Rocket Companies (RKT) stake by 0.67% in Q2 2026, buying an estimated $20.9K and bringing the position to 216,634 shares worth $3.41M. The position accounts for 0.02% of the portfolio, ranked #783.

Private Advisor Group first reported a position in RKT in Q3 2020 and has held it in 13 quarters since. The position peaked at $4.13M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Private Advisor Group held 216,634 shares of Rocket Companies worth $3.41M as of Q2 2026.
  • Private Advisor Group bought 1,449 Rocket Companies shares in Q2 2026, an estimated $20.9K.
  • Rocket Companies made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #783 holding.
  • Private Advisor Group first reported a position in Rocket Companies in Q3 2020 and has held it in 13 quarters since.
  • Private Advisor Group's Rocket Companies position peaked at $4.13M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.