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Root Financial Partners’s Rocket Companies RKT Stock Holding History

Root Financial Partners’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 		– Sell
-229
Closed -$3.26K – 2563
2026
Q1 		$3.26K Buy
229
+130
+131% +$2.37K ﹤0.01% 2121
2025
Q4 		$1.92K Buy
99
+36
+57% +$644 ﹤0.01% 1995
2025
Q3 		$1.22K Buy
+63
New +$1.1K ﹤0.01% 2028

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

Root Financial Partners's RKT Position: Q2 2026 in Review

Root Financial Partners sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 229 shares — an estimated $3.26K sold.

Root Financial Partners first reported a position in RKT in Q3 2025 and held it in 3 quarters. The position peaked at $3.26K in Q1 2026. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Root Financial Partners reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 229 Rocket Companies shares in Q2 2026, an estimated $3.26K.
  • Root Financial Partners first reported a position in Rocket Companies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Rocket Companies position peaked at $3.26K in Q1 2026.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.