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United Financial Planning Group’s Rocket Companies RKT Stock Holding History

United Financial Planning Group’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 		$9.29K Hold
590
– – ﹤0.01% 254
2026
Q1 		$8.41K Hold
590
– – 0.01% 238
2025
Q4 		$11.4K Buy
+590
New +$10.5K 0.01% 187

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

United Financial Planning Group's RKT Position: Q2 2026 in Review

United Financial Planning Group held its Rocket Companies (RKT) position steady in Q2 2026 at 590 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

United Financial Planning Group first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.4K in Q4 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • United Financial Planning Group held 590 shares of Rocket Companies worth $9.29K as of Q2 2026.
  • United Financial Planning Group left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #254 holding.
  • United Financial Planning Group first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Rocket Companies position peaked at $11.4K in Q4 2025.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.