Wellington Shields Capital Management’s Rocket Companies RKT Stock Holding History

Wellington Shields Capital Management’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	$1.51M	Hold	95,692	–	–	0.19%	92
2026 Q1	$1.36M	Buy	95,692 +200	+0.2%	+$3.64K	0.2%	89
2025 Q4	$1.85M	Sell	95,492 -7,593	-7%	-$136K	0.27%	75
2025 Q3	$2M	Sell	103,085 -715	-0.7%	-$12.5K	0.3%	70
2025 Q2	$1.47M	Buy	+103,800	New	+$1.35M	0.25%	87

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

Wellington Shields Capital Management's RKT Position: Q2 2026 in Review

Wellington Shields Capital Management held its Rocket Companies (RKT) position steady in Q2 2026 at 95,692 shares worth $1.51M. The position accounts for 0.19% of the portfolio, ranked #92.

Wellington Shields Capital Management first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2M in Q3 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Wellington Shields Capital Management held 95,692 shares of Rocket Companies worth $1.51M as of Q2 2026.
Wellington Shields Capital Management left its Rocket Companies share count unchanged in Q2 2026.
Rocket Companies made up 0.19% of Wellington Shields Capital Management's portfolio in Q2 2026, its #92 holding.
Wellington Shields Capital Management first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
Wellington Shields Capital Management's Rocket Companies position peaked at $2M in Q3 2025.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.