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SummitTX Capital’s Rocket Companies RKT Stock Holding History

SummitTX Capital’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 		$13.4M Buy
852,665
+614,884
+259% +$8.86M 0.35% 60
2026
Q1 		$3.39M Sell
237,781
-22,013
-8% -$400K 0.11% 219
2025
Q4 		$5.03M Buy
259,794
+247,232
+1,968% +$4.42M 0.15% 156
2025
Q3 		$243K Sell
12,562
-19,810
-61% -$345K 0.01% 669
2025
Q2 		$459K Sell
32,372
-18,069
-36% -$234K 0.02% 525
2025
Q1 		$609K Buy
+50,441
New +$651K 0.03% 499

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

SummitTX Capital's RKT Position: Q2 2026 in Review

SummitTX Capital increased its Rocket Companies (RKT) stake by 259% in Q2 2026, buying an estimated $8.86M and bringing the position to 852,665 shares worth $13.4M. The position accounts for 0.35% of the portfolio, ranked #60.

SummitTX Capital first reported a position in RKT in Q1 2025 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • SummitTX Capital held 852,665 shares of Rocket Companies worth $13.4M as of Q2 2026.
  • SummitTX Capital bought 614,884 Rocket Companies shares in Q2 2026, an estimated $8.86M.
  • Rocket Companies made up 0.35% of SummitTX Capital's portfolio in Q2 2026, its #60 holding.
  • SummitTX Capital first reported a position in Rocket Companies in Q1 2025 and has held it in 6 quarters since.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.