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Steward Partners Investment Advisory’s Rocket Companies RKT Stock Holding History

Steward Partners Investment Advisory’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 		$1.28M Buy
80,965
+58,864
+266% +$849K 0.01% 1143
2026
Q1 		$315K Sell
22,101
-3,317
-13% -$60.3K ﹤0.01% 1787
2025
Q4 		$492K Sell
25,418
-4,411
-15% -$78.9K ﹤0.01% 1435
2025
Q3 		$578K Buy
29,829
+8,369
+39% +$146K ﹤0.01% 1298
2025
Q2 		$304K Buy
21,460
+19,779
+1,177% +$257K ﹤0.01% 1548
2025
Q1 		$20.3K Sell
1,681
-999
-37% -$12.9K ﹤0.01% 2801
2024
Q4 		$30.2K Sell
2,680
-250
-9% -$3.72K ﹤0.01% 2585
2024
Q3 		$56.2K Hold
2,930
– – ﹤0.01% 2174
2024
Q2 		$40.1K Buy
2,930
+1,000
+52% +$13.5K ﹤0.01% 2206
2024
Q1 		$28.1K Buy
1,930
+1,000
+108% +$12.4K ﹤0.01% 2369
2023
Q4 		$13.5K Hold
930
– – ﹤0.01% 2572
2023
Q3 		$7.61K Hold
930
– – ﹤0.01% 2684
2023
Q2 		$8.33K Hold
930
– – ﹤0.01% 2628
2023
Q1 		$8.43K Hold
930
– – ﹤0.01% 2602
2022
Q4 		$6.51K Hold
930
– – ﹤0.01% 2680
2022
Q3 		$6K Sell
930
-16
-2% -$139 ﹤0.01% 2720
2022
Q2 		$7K Sell
946
-36
-4% -$311 ﹤0.01% 2653
2022
Q1 		$11K Sell
982
-1,058
-52% -$13.1K ﹤0.01% 2632
2021
Q4 		$29K Sell
2,040
-1,234
-38% -$19.7K ﹤0.01% 2168
2021
Q3 		$53K Buy
3,274
+2,508
+327% +$43.8K ﹤0.01% 1863
2021
Q2 		$15K Sell
766
-203
-21% -$4.11K ﹤0.01% 5508
2021
Q1 		$22.4K Sell
969
-1,906
-66% -$42.6K ﹤0.01% 2418
2020
Q4 		$58K Buy
2,875
+1,945
+209% +$41K ﹤0.01% 1600
2020
Q3 		$19K Buy
+930
New +$21.7K ﹤0.01% 1916

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

Steward Partners Investment Advisory's RKT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Rocket Companies (RKT) stake by 266% in Q2 2026, buying an estimated $849K and bringing the position to 80,965 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1143.

Steward Partners Investment Advisory first reported a position in RKT in Q3 2020 and has held it in 24 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Steward Partners Investment Advisory held 80,965 shares of Rocket Companies worth $1.28M as of Q2 2026.
  • Steward Partners Investment Advisory bought 58,864 Rocket Companies shares in Q2 2026, an estimated $849K.
  • Rocket Companies made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1143 holding.
  • Steward Partners Investment Advisory first reported a position in Rocket Companies in Q3 2020 and has held it in 24 quarters since.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.