Wealthspire Advisors (New York)’s Rocket Companies RKT Stock Holding History

Wealthspire Advisors (New York)’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	$12.5M	Buy	795,994 +3,673	+0.5%	+$53K	0.07%	158
2026 Q1	$11.3M	Sell	792,321 -3,076	-0.4%	-$56K	0.09%	108
2025 Q4	$15.4M	Sell	795,397 -82,600	-9%	-$1.48M	0.12%	88
2025 Q3	$17M	Buy	+877,997	New	+$15.3M	0.09%	89
2024 Q2	–	Sell	-75,161	Closed	-$1.09M	–	687
2024 Q1	$1.09M	Sell	75,161 -116,239	-61%	-$1.44M	0.01%	303
2023 Q4	$2.77M	Sell	191,400 -55,000	-22%	-$527K	0.04%	150
2023 Q3	$2.02M	Sell	246,400 -494,000	-67%	-$4.99M	0.03%	173
2023 Q2	$6.63M	Hold	740,400	–	–	0.11%	84
2023 Q1	$6.71M	Hold	740,400	–	–	0.12%	83
2022 Q4	$5.18M	Hold	740,400	–	–	0.09%	97
2022 Q3	$4.68M	Hold	740,400	–	–	0.1%	95
2022 Q2	$5.45M	Buy	740,400 +300	+0%	+$2.59K	0.11%	80
2022 Q1	$8.23M	Buy	+740,100	New	+$9.16M	0.19%	53

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

Wealthspire Advisors (New York)'s RKT Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Rocket Companies (RKT) stake by 0.46% in Q2 2026, buying an estimated $53K and bringing the position to 795,994 shares worth $12.5M. The position accounts for 0.07% of the portfolio, ranked #158.

Wealthspire Advisors (New York) first reported a position in RKT in Q1 2022 and has held it in 13 quarters since. The position peaked at $17M in Q3 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Wealthspire Advisors (New York) held 795,994 shares of Rocket Companies worth $12.5M as of Q2 2026.
Wealthspire Advisors (New York) bought 3,673 Rocket Companies shares in Q2 2026, an estimated $53K.
Rocket Companies made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #158 holding.
Wealthspire Advisors (New York) first reported a position in Rocket Companies in Q1 2022 and has held it in 13 quarters since.
Wealthspire Advisors (New York)'s Rocket Companies position peaked at $17M in Q3 2025.
797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.