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Summit Trail Advisors’s Rocket Companies RKT Stock Holding History

Summit Trail Advisors’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 		$663K Buy
42,093
+2,557
+6% +$36.9K 0.01% 1140
2026
Q1 		$563K Sell
39,536
-2,913
-7% -$53K 0.01% 1128
2025
Q4 		$822K Buy
42,449
+13,829
+48% +$247K 0.01% 907
2025
Q3 		$555K Buy
28,620
+13,803
+93% +$241K 0.01% 1051
2025
Q2 		$210K Sell
14,817
-2,596
-15% -$33.7K ﹤0.01% 1043
2025
Q1 		$225K Buy
+17,413
New +$225K 0.01% 364

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 Trail Advisors's RKT Position: Q2 2026 in Review

Summit Trail Advisors increased its Rocket Companies (RKT) stake by 6.5% in Q2 2026, buying an estimated $36.9K and bringing the position to 42,093 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #1140.

Summit Trail Advisors first reported a position in RKT in Q1 2025 and has held it in 6 quarters since. The position peaked at $822K in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Summit Trail Advisors held 42,093 shares of Rocket Companies worth $663K as of Q2 2026.
  • Summit Trail Advisors bought 2,557 Rocket Companies shares in Q2 2026, an estimated $36.9K.
  • Rocket Companies made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1140 holding.
  • Summit Trail Advisors first reported a position in Rocket Companies in Q1 2025 and has held it in 6 quarters since.
  • Summit Trail Advisors's Rocket Companies position peaked at $822K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.