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Stratos Wealth Partners’s Rocket Companies RKT Stock Holding History

Stratos Wealth Partners’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 		$1.39M Buy
88,452
+20,935
+31% +$302K 0.01% 722
2026
Q1 		$962K Buy
67,517
+3,535
+6% +$64.3K 0.01% 808
2025
Q4 		$1.24M Buy
63,982
+11,054
+21% +$198K 0.01% 696
2025
Q3 		$1.03M Buy
52,928
+10,984
+26% +$192K 0.01% 742
2025
Q2 		$595K Buy
41,944
+17,227
+70% +$223K 0.01% 863
2025
Q1 		$298K Buy
24,717
+8,463
+52% +$109K ﹤0.01% 1099
2024
Q4 		$183K Sell
16,254
-2,000
-11% -$29.8K ﹤0.01% 1360
2024
Q3 		$350K Buy
+18,254
New +$320K 0.01% 1074
2023
Q3 		– Sell
-15,264
Closed -$137K – 1322
2023
Q2 		$137K Sell
15,264
-2,566
-14% -$22.3K ﹤0.01% 1133
2023
Q1 		$162K Buy
17,830
+5,335
+43% +$46K ﹤0.01% 1054
2022
Q4 		$87.5K Sell
12,495
-5,535
-31% -$40.4K ﹤0.01% 1098
2022
Q3 		$114K Sell
18,030
-400
-2% -$3.48K ﹤0.01% 1071
2022
Q2 		$136K Sell
18,430
-249
-1% -$2.15K ﹤0.01% 1118
2022
Q1 		$208K Sell
18,679
-577
-3% -$7.14K ﹤0.01% 1158
2021
Q4 		$270K Sell
19,256
-3,455
-15% -$55K 0.01% 1037
2021
Q3 		$364K Buy
22,711
+5,037
+28% +$88K 0.01% 880
2021
Q2 		$342K Buy
17,674
+7,472
+73% +$151K 0.01% 917
2021
Q1 		$236K Sell
10,202
-6,807
-40% -$152K 0.01% 973
2020
Q4 		$344K Buy
+17,009
New +$359K 0.01% 801

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

Stratos Wealth Partners's RKT Position: Q2 2026 in Review

Stratos Wealth Partners increased its Rocket Companies (RKT) stake by 31% in Q2 2026, buying an estimated $302K and bringing the position to 88,452 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #722.

Stratos Wealth Partners first reported a position in RKT in Q4 2020 and has held it in 19 quarters since. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Stratos Wealth Partners held 88,452 shares of Rocket Companies worth $1.39M as of Q2 2026.
  • Stratos Wealth Partners bought 20,935 Rocket Companies shares in Q2 2026, an estimated $302K.
  • Rocket Companies made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #722 holding.
  • Stratos Wealth Partners first reported a position in Rocket Companies in Q4 2020 and has held it in 19 quarters since.
  • 794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.