VW
RKT icon

Veridan Wealth’s Rocket Companies RKT Stock Holding History

Veridan Wealth’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 		$93.6M Hold
5,939,945
– – 31.83% 1
2026
Q1 		$84.6M Hold
5,939,945
– – 31.3% 1
2025
Q4 		$115M Buy
+5,939,945
New +$106M 38.64% 1

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

Veridan Wealth's RKT Position: Q2 2026 in Review

Veridan Wealth held its Rocket Companies (RKT) position steady in Q2 2026 at 5,939,945 shares worth $93.6M. The position accounts for 31.83% of the portfolio, ranked #1.

Veridan Wealth first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $115M in Q4 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Veridan Wealth held 5,939,945 shares of Rocket Companies worth $93.6M as of Q2 2026.
  • Veridan Wealth left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up 31.83% of Veridan Wealth's portfolio in Q2 2026, its #1 holding.
  • Veridan Wealth first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Veridan Wealth's Rocket Companies position peaked at $115M in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.