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Second Half Financial Partners’s Rocket Companies RKT Stock Holding History

Second Half 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 		$837K Sell
53,129
-5,690
-10% -$82K 0.34% 33
2026
Q1 		$838K Buy
+58,819
New +$1.07M 0.38% 32

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

Second Half Financial Partners's RKT Position: Q2 2026 in Review

Second Half Financial Partners reduced its Rocket Companies (RKT) stake by 9.7% in Q2 2026, selling an estimated $82K and leaving 53,129 shares worth $837K. The position accounts for 0.34% of the portfolio, ranked #33.

Second Half Financial Partners first reported a position in RKT in Q1 2026 and has held it in 2 quarters since. The position peaked at $838K in Q1 2026. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Second Half Financial Partners held 53,129 shares of Rocket Companies worth $837K as of Q2 2026.
  • Second Half Financial Partners sold 5,690 Rocket Companies shares in Q2 2026, an estimated $82K.
  • Rocket Companies made up 0.34% of Second Half Financial Partners's portfolio in Q2 2026, its #33 holding.
  • Second Half Financial Partners first reported a position in Rocket Companies in Q1 2026 and has held it in 2 quarters since.
  • Second Half Financial Partners's Rocket Companies position peaked at $838K in Q1 2026.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.