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Sound Income Strategies’s Rocket Companies RKT Stock Holding History

Sound Income Strategies’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
-1,974
Closed -$28.5K – 1981
2026
Q1 		$28.5K Hold
1,974
– – ﹤0.01% 1038
2025
Q4 		$45.9K Buy
1,974
+1,540
+355% +$27.5K ﹤0.01% 825
2025
Q3 		$7.06K Buy
+434
New +$7.57K ﹤0.01% 1087

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's RKT Position: Q2 2026 in Review

Sound Income Strategies sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 1,974 shares — an estimated $28.5K sold.

Sound Income Strategies first reported a position in RKT in Q3 2025 and held it in 3 quarters. The position peaked at $45.9K in Q4 2025. 574 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Sound Income Strategies reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,974 Rocket Companies shares in Q2 2026, an estimated $28.5K.
  • Sound Income Strategies first reported a position in Rocket Companies in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Rocket Companies position peaked at $45.9K in Q4 2025.
  • 574 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.