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SteelPeak Wealth’s Rocket Companies RKT Stock Holding History

SteelPeak Wealth’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
-20,461
Closed -$292K – 694
2026
Q1 		$292K Sell
20,461
-20,000
-49% -$364K 0.01% 461
2025
Q4 		$783K Buy
40,461
+61
+0.2% +$1.09K 0.03% 302
2025
Q3 		$783K Buy
+40,400
New +$705K 0.03% 332
2025
Q1 		– Sell
-10,969
Closed -$124K – 664
2024
Q4 		$124K Sell
10,969
-18,603
-63% -$277K 0.01% 511
2024
Q3 		$567K Buy
+29,572
New +$519K 0.02% 296

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

SteelPeak Wealth's RKT Position: Q2 2026 in Review

SteelPeak Wealth sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 20,461 shares — an estimated $292K sold.

SteelPeak Wealth first reported a position in RKT in Q3 2024 and held it in 5 quarters. The position peaked at $783K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • SteelPeak Wealth reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 20,461 Rocket Companies shares in Q2 2026, an estimated $292K.
  • SteelPeak Wealth first reported a position in Rocket Companies in Q3 2024 and held it in 5 quarters.
  • SteelPeak Wealth's Rocket Companies position peaked at $783K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.