Valeo Financial Advisors’s Rocket Companies RKT Stock Holding History

Valeo Financial 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	$322K	Buy	20,473 +823	+4%	+$11.9K	0.01%	603
2026 Q1	$280K	Sell	19,650 -433	-2%	-$7.88K	0.01%	579
2025 Q4	$389K	Buy	20,083 +3,690	+23%	+$66K	0.01%	534
2025 Q3	$318K	Buy	+16,393	New	+$286K	0.01%	590
2021 Q2	–	Sell	-205	Closed	-$5K	–	1532
2021 Q1	$5K	Buy	205 +105	+105%	+$2.35K	﹤0.01%	1581
2020 Q4	$2K	Sell	100 -389	-80%	-$8.21K	﹤0.01%	1538
2020 Q3	$10K	Buy	+489	New	+$11.4K	﹤0.01%	1088

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

Valeo Financial Advisors's RKT Position: Q2 2026 in Review

Valeo Financial Advisors increased its Rocket Companies (RKT) stake by 4.2% in Q2 2026, buying an estimated $11.9K and bringing the position to 20,473 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #603.

Valeo Financial Advisors first reported a position in RKT in Q3 2020 and has held it in 7 quarters since. The position peaked at $389K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Valeo Financial Advisors held 20,473 shares of Rocket Companies worth $322K as of Q2 2026.
Valeo Financial Advisors bought 823 Rocket Companies shares in Q2 2026, an estimated $11.9K.
Rocket Companies made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #603 holding.
Valeo Financial Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 7 quarters since.
Valeo Financial Advisors's Rocket Companies position peaked at $389K in Q4 2025.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.