Salem Investment Counselors’s Rocket Companies RKT Stock Holding History

Salem Investment Counselors’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	$78.8K	Sell	5,000 -500	-9%	-$7.21K	﹤0.01%	538
2026 Q1	$78.4K	Buy	+5,500	New	+$100K	﹤0.01%	521
2021 Q3	–	Sell	-1,700	Closed	-$33K	–	1011
2021 Q2	$33K	Sell	1,700 -545	-24%	-$11K	﹤0.01%	545
2021 Q1	$52K	Sell	2,245 -19,510	-90%	-$436K	﹤0.01%	449
2020 Q4	$440K	Buy	+21,755	New	+$459K	0.03%	205

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Salem Investment Counselors's RKT Position: Q2 2026 in Review

Salem Investment Counselors reduced its Rocket Companies (RKT) stake by 9.1% in Q2 2026, selling an estimated $7.21K and leaving 5,000 shares worth $78.8K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Salem Investment Counselors first reported a position in RKT in Q4 2020 and has held it in 5 quarters since. The position peaked at $440K in Q4 2020. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Salem Investment Counselors held 5,000 shares of Rocket Companies worth $78.8K as of Q2 2026.
Salem Investment Counselors sold 500 Rocket Companies shares in Q2 2026, an estimated $7.21K.
Rocket Companies made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #538 holding.
Salem Investment Counselors first reported a position in Rocket Companies in Q4 2020 and has held it in 5 quarters since.
Salem Investment Counselors's Rocket Companies position peaked at $440K in Q4 2020.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.