Wealth Management Associates’s Rocket Companies RKT Stock Holding History

Wealth Management Associates’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	$533K	Sell	33,862 -5,219	-13%	-$75.2K	0.15%	123
2026 Q1	$557K	Sell	39,081 -40,614	-51%	-$739K	0.19%	107
2025 Q4	$1.54M	Sell	79,695 -4,297	-5%	-$76.8K	0.54%	41
2025 Q3	$1.63M	Buy	83,992 +35,732	+74%	+$623K	0.58%	41
2025 Q2	$684K	Buy	48,260 +300	+0.6%	+$3.89K	0.27%	75
2025 Q1	$579K	Sell	47,960 -230	-0.5%	-$2.97K	0.25%	78
2024 Q4	$543K	Sell	48,190 -750	-2%	-$11.2K	0.23%	82
2024 Q3	$939K	Sell	48,940 -670	-1%	-$11.8K	0.41%	55
2024 Q2	$680K	Hold	49,610	–	–	0.32%	66
2024 Q1	$680K	Buy	49,610 +2,510	+5%	+$31.1K	0.32%	66
2023 Q4	$682K	Buy	+47,100	New	+$451K	0.36%	63

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 Management Associates's RKT Position: Q2 2026 in Review

Wealth Management Associates reduced its Rocket Companies (RKT) stake by 13% in Q2 2026, selling an estimated $75.2K and leaving 33,862 shares worth $533K. The position accounts for 0.15% of the portfolio, ranked #123.

Wealth Management Associates first reported a position in RKT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q3 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Wealth Management Associates held 33,862 shares of Rocket Companies worth $533K as of Q2 2026.
Wealth Management Associates sold 5,219 Rocket Companies shares in Q2 2026, an estimated $75.2K.
Rocket Companies made up 0.15% of Wealth Management Associates's portfolio in Q2 2026, its #123 holding.
Wealth Management Associates first reported a position in Rocket Companies in Q4 2023 and has held it in 11 quarters since.
Wealth Management Associates's Rocket Companies position peaked at $1.63M in Q3 2025.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.