Wealth Enhancement Advisory Services’s Rocket Companies RKT Stock Holding History

Wealth Enhancement Advisory Services’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	$825K	Buy	57,344 +31,337	+120%	+$452K	﹤0.01%	2227
2026 Q1	$389K	Sell	26,007 -85,862	-77%	-$1.56M	﹤0.01%	2534
2025 Q4	$2.37M	Sell	111,869 -15,997	-13%	-$286K	﹤0.01%	1421
2025 Q3	$2.08M	Buy	127,866 +116,760	+1,051%	+$2.04M	﹤0.01%	1408
2025 Q2	$158K	Buy	11,106 +711	+7%	+$9.22K	﹤0.01%	3053
2025 Q1	$125K	Buy	+10,395	New	+$134K	﹤0.01%	2720
2024 Q4	–	Sell	-22,566	Closed	-$433K	–	3093
2024 Q3	$433K	Buy	22,566 +2,766	+14%	+$48.5K	﹤0.01%	1919
2024 Q2	$271K	Buy	19,800 +4,250	+27%	+$57.4K	﹤0.01%	2052
2024 Q1	$226K	Sell	15,550 -5,235	-25%	-$65K	﹤0.01%	2112
2023 Q4	$301K	Buy	+20,785	New	+$199K	﹤0.01%	1808

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

Wealth Enhancement Advisory Services's RKT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Rocket Companies (RKT) stake by 120% in Q2 2026, buying an estimated $452K and bringing the position to 57,344 shares worth $825K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Wealth Enhancement Advisory Services first reported a position in RKT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.37M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Wealth Enhancement Advisory Services held 57,344 shares of Rocket Companies worth $825K as of Q2 2026.
Wealth Enhancement Advisory Services bought 31,337 Rocket Companies shares in Q2 2026, an estimated $452K.
Rocket Companies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2227 holding.
Wealth Enhancement Advisory Services first reported a position in Rocket Companies in Q4 2023 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Rocket Companies position peaked at $2.37M in Q4 2025.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.