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Summit Securities Group’s Rocket Companies RKT Stock Holding History

Summit Securities Group’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 		$59.9K Sell
3,803
-409
-10% -$5.9K 0.01% 551
2026
Q1 		$60K Buy
+4,212
New +$76.6K 0.01% 357
2025
Q3 		– Sell
-276,513
Closed -$3.92M – 1300
2025
Q2 		$3.92M Buy
276,513
+275,513
+27,551% +$3.57M 0.75% 24
2025
Q1 		$12.1K Buy
+1,000
New +$12.9K ﹤0.01% 531

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

Summit Securities Group's RKT Position: Q2 2026 in Review

Summit Securities Group reduced its Rocket Companies (RKT) stake by 9.7% in Q2 2026, selling an estimated $5.9K and leaving 3,803 shares worth $59.9K. The position accounts for 0.01% of the portfolio, ranked #551.

Summit Securities Group first reported a position in RKT in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.92M in Q2 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Summit Securities Group held 3,803 shares of Rocket Companies worth $59.9K as of Q2 2026.
  • Summit Securities Group sold 409 Rocket Companies shares in Q2 2026, an estimated $5.9K.
  • Rocket Companies made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #551 holding.
  • Summit Securities Group first reported a position in Rocket Companies in Q1 2025 and has held it in 4 quarters since.
  • Summit Securities Group's Rocket Companies position peaked at $3.92M in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.