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Spartan Wealth Advisory Services LLC’s Rocket Companies RKT Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$263K Sell
16,723
-48
-0.3% -$692 0.02% 280
2026
Q1 		$239K Buy
+16,771
New +$305K 0.02% 280

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's RKT Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Rocket Companies (RKT) stake by 0.29% in Q2 2026, selling an estimated $692 and leaving 16,723 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #280.

Spartan Wealth Advisory Services LLC first reported a position in RKT in Q1 2026 and has held it in 2 quarters since. 735 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 16,723 shares of Rocket Companies worth $263K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 48 Rocket Companies shares in Q2 2026, an estimated $692.
  • Rocket Companies made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #280 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Rocket Companies in Q1 2026 and has held it in 2 quarters since.
  • 735 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.