SC
RKT icon

Scholtz & Company’s Rocket Companies RKT Stock Holding History

Scholtz & Company’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
-273,725
Closed -$3.9M – 57
2026
Q1 		$3.9M Buy
273,725
+19,427
+8% +$353K 2% 21
2025
Q4 		$4.92M Buy
+254,298
New +$4.55M 2.14% 16

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

Scholtz & Company's RKT Position: Q2 2026 in Review

Scholtz & Company sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 273,725 shares — an estimated $3.9M sold.

Scholtz & Company first reported a position in RKT in Q4 2025 and held it in 2 quarters. The position peaked at $4.92M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Scholtz & Company reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Scholtz & Company sold 273,725 Rocket Companies shares in Q2 2026, an estimated $3.9M.
  • Scholtz & Company first reported a position in Rocket Companies in Q4 2025 and held it in 2 quarters.
  • Scholtz & Company's Rocket Companies position peaked at $4.92M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Scholtz & Company's 13F filing for Q2 2026, filed 11 Aug 2026.