True Wealth Design’s Rocket Companies RKT Stock Holding History

True Wealth Design’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	$11.9K	Buy	758 +630	+492%	+$9.08K	﹤0.01%	1000
2026 Q1	$1.82K	Buy	128 +17	+15%	+$309	﹤0.01%	1589
2025 Q4	$2.15K	Buy	111 +44	+66%	+$787	﹤0.01%	1425
2025 Q3	$1.3K	Hold	67	–	–	﹤0.01%	1658
2025 Q2	$951	Buy	67 +65	+3,250%	+$843	﹤0.01%	1485
2025 Q1	$25	Buy	+2	New	+$26	﹤0.01%	2547
2024 Q4	–	Sell	-194	Closed	-$3.72K	–	1492
2024 Q3	$3.72K	Buy	+194	New	+$3.4K	﹤0.01%	637
2023 Q2	–	Sell	-4,935	Closed	-$44.7K	–	855
2023 Q1	$44.7K	Hold	4,935	–	–	0.02%	163
2022 Q4	$34.5K	Buy	+4,935	New	+$36K	0.02%	164

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

True Wealth Design's RKT Position: Q2 2026 in Review

True Wealth Design increased its Rocket Companies (RKT) stake by 492% in Q2 2026, buying an estimated $9.08K and bringing the position to 758 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

True Wealth Design first reported a position in RKT in Q4 2022 and has held it in 9 quarters since. The position peaked at $44.7K in Q1 2023. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

True Wealth Design held 758 shares of Rocket Companies worth $11.9K as of Q2 2026.
True Wealth Design bought 630 Rocket Companies shares in Q2 2026, an estimated $9.08K.
Rocket Companies made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1000 holding.
True Wealth Design first reported a position in Rocket Companies in Q4 2022 and has held it in 9 quarters since.
True Wealth Design's Rocket Companies position peaked at $44.7K in Q1 2023.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.