Transcend Capital Advisors’s Rocket Companies RKT Stock Holding History

Transcend Capital 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	$366K	Buy	23,228 +7,493	+48%	+$108K	0.02%	556
2026 Q1	$224K	Buy	15,735 +2,351	+18%	+$42.8K	0.02%	640
2025 Q4	$259K	Buy	+13,384	New	+$239K	0.02%	574
2025 Q3	–	Sell	-15,280	Closed	-$217K	–	718
2025 Q2	$217K	Buy	+15,280	New	+$198K	0.02%	563
2022 Q4	–	Sell	-10,100	Closed	-$64K	–	518
2022 Q3	$64K	Sell	10,100 -1,400	-12%	-$12.2K	0.01%	473
2022 Q2	$85K	Buy	+11,500	New	+$99.3K	0.01%	483
2021 Q4	–	Sell	-16,500	Closed	-$273K	–	513
2021 Q3	$273K	Buy	+16,500	New	+$288K	0.02%	395

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Transcend Capital Advisors's RKT Position: Q2 2026 in Review

Transcend Capital Advisors increased its Rocket Companies (RKT) stake by 48% in Q2 2026, buying an estimated $108K and bringing the position to 23,228 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #556.

Transcend Capital Advisors first reported a position in RKT in Q3 2021 and has held it in 7 quarters since. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Transcend Capital Advisors held 23,228 shares of Rocket Companies worth $366K as of Q2 2026.
Transcend Capital Advisors bought 7,493 Rocket Companies shares in Q2 2026, an estimated $108K.
Rocket Companies made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #556 holding.
Transcend Capital Advisors first reported a position in Rocket Companies in Q3 2021 and has held it in 7 quarters since.
797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.