Wellington Management Group
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Wellington Management Group’s Rocket Companies RKT Stock Holding History

Wellington Management Group’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
2024
Q4 		– Sell
-1,600,371
Closed -$1.96M – 2023
2024
Q3 		$1.96M Buy
+1,600,371
New +$28.1M ﹤0.01% 1545

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

Wellington Management Group's RKT Position: Q2 2026 in Review

Wellington Management Group increased its Rocket Companies (RKT) stake by 65% in Q2 2026, buying an estimated $51.1M and bringing the position to 9,029,295 shares worth $142M. The position accounts for 0.02% of the portfolio, ranked #462.

Wellington Management Group first reported a position in RKT in Q2 2021 and has held it in 15 quarters since. 796 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Wellington Management Group held 9,029,295 shares of Rocket Companies worth $142M as of Q2 2026.
  • Wellington Management Group bought 3,541,916 Rocket Companies shares in Q2 2026, an estimated $51.1M.
  • Rocket Companies made up 0.02% of Wellington Management Group's portfolio in Q2 2026, its #462 holding.
  • Wellington Management Group first reported a position in Rocket Companies in Q2 2021 and has held it in 15 quarters since.
  • 796 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.