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Waverly Advisors’s Rocket Companies RKT Stock Holding History

Waverly 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 		$3.69M Sell
234,090
-4,245
-2% -$61.2K 0.02% 533
2026
Q1 		$3.4M Sell
238,335
-916
-0.4% -$16.7K 0.03% 512
2025
Q4 		$4.63M Buy
+239,251
New +$4.28M 0.04% 386

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

Waverly Advisors's RKT Position: Q2 2026 in Review

Waverly Advisors reduced its Rocket Companies (RKT) stake by 1.8% in Q2 2026, selling an estimated $61.2K and leaving 234,090 shares worth $3.69M. The position accounts for 0.02% of the portfolio, ranked #533.

Waverly Advisors first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.63M in Q4 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Waverly Advisors held 234,090 shares of Rocket Companies worth $3.69M as of Q2 2026.
  • Waverly Advisors sold 4,245 Rocket Companies shares in Q2 2026, an estimated $61.2K.
  • Rocket Companies made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #533 holding.
  • Waverly Advisors first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Rocket Companies position peaked at $4.63M in Q4 2025.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.