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Synergy Investment Management’s Rocket Companies RKT Stock Holding History

Synergy Investment Management’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 		$14 Buy
+1
New +$14 ﹤0.01% 1086

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

Synergy Investment Management's RKT Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Rocket Companies (RKT) in Q2 2026: 1 share worth $14. The stake represents ﹤0.01% of the portfolio and ranks #1086 among its holdings.

788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Synergy Investment Management held 1 share of Rocket Companies worth $14 as of Q2 2026.
  • Rocket Companies was a new Synergy Investment Management position in Q2 2026.
  • Rocket Companies made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #1086 holding.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.