Sequoia Financial Advisors’s Rocket Companies RKT Stock Holding History

Sequoia Financial Advisors’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	$706K	Sell	44,835 -7,527	-14%	-$109K	﹤0.01%	1108
2026 Q1	$746K	Buy	52,362 +10,220	+24%	+$186K	﹤0.01%	1035
2025 Q4	$816K	Buy	42,142 +31,758	+306%	+$568K	﹤0.01%	991
2025 Q3	$201K	Buy	+10,384	New	+$181K	﹤0.01%	1631
2021 Q3	–	Sell	-16,185	Closed	-$313K	–	407
2021 Q2	$313K	Buy	16,185 +294	+2%	+$5.95K	0.01%	366
2021 Q1	$367K	Sell	15,891 -277	-2%	-$6.19K	0.02%	304
2020 Q4	$327K	Hold	16,168	–	–	0.02%	309
2020 Q3	$322K	Buy	+16,168	New	+$377K	0.02%	284

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

Sequoia Financial Advisors's RKT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Rocket Companies (RKT) stake by 14% in Q2 2026, selling an estimated $109K and leaving 44,835 shares worth $706K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Sequoia Financial Advisors first reported a position in RKT in Q3 2020 and has held it in 8 quarters since. The position peaked at $816K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Sequoia Financial Advisors held 44,835 shares of Rocket Companies worth $706K as of Q2 2026.
Sequoia Financial Advisors sold 7,527 Rocket Companies shares in Q2 2026, an estimated $109K.
Rocket Companies made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1108 holding.
Sequoia Financial Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 8 quarters since.
Sequoia Financial Advisors's Rocket Companies position peaked at $816K in Q4 2025.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.