Spire Wealth Management’s Rocket Companies RKT Stock Holding History

Spire Wealth Management’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	$73.7K	Sell	4,682 -706	-13%	-$10.2K	﹤0.01%	1065
2026 Q1	$76.8K	Sell	5,388 -16,929	-76%	-$308K	﹤0.01%	1050
2025 Q4	$432K	Sell	22,317 -228,003	-91%	-$4.08M	0.01%	575
2025 Q3	$4.85M	Buy	250,320 +249,840	+52,050%	+$4.36M	0.17%	124
2025 Q2	$6.81K	Hold	480	–	–	﹤0.01%	1858
2025 Q1	$5.79K	Hold	480	–	–	﹤0.01%	2017
2024 Q4	$5.41K	Buy	+480	New	+$7.14K	﹤0.01%	2023
2021 Q2	–	Sell	-1,510	Closed	-$35K	–	2901
2021 Q1	$35K	Buy	+1,510	New	+$33.8K	﹤0.01%	1906

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

Spire Wealth Management's RKT Position: Q2 2026 in Review

Spire Wealth Management reduced its Rocket Companies (RKT) stake by 13% in Q2 2026, selling an estimated $10.2K and leaving 4,682 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Spire Wealth Management first reported a position in RKT in Q1 2021 and has held it in 8 quarters since. The position peaked at $4.85M in Q3 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Spire Wealth Management held 4,682 shares of Rocket Companies worth $73.7K as of Q2 2026.
Spire Wealth Management sold 706 Rocket Companies shares in Q2 2026, an estimated $10.2K.
Rocket Companies made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1065 holding.
Spire Wealth Management first reported a position in Rocket Companies in Q1 2021 and has held it in 8 quarters since.
Spire Wealth Management's Rocket Companies position peaked at $4.85M in Q3 2025.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.