WSC
RKT icon

Wellington Shields & Co’s Rocket Companies RKT Stock Holding History

Wellington Shields & Co’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 		$734K Hold
46,600
– – 0.16% 122
2026
Q1 		$664K Hold
46,600
– – 0.17% 118
2025
Q4 		$902K Hold
46,600
– – 0.22% 96
2025
Q3 		$903K Hold
46,600
– – 0.24% 93
2025
Q2 		$661K Buy
+46,600
New +$605K 0.19% 114

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 Shields & Co's RKT Position: Q2 2026 in Review

Wellington Shields & Co held its Rocket Companies (RKT) position steady in Q2 2026 at 46,600 shares worth $734K. The position accounts for 0.16% of the portfolio, ranked #122.

Wellington Shields & Co first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $903K in Q3 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Wellington Shields & Co held 46,600 shares of Rocket Companies worth $734K as of Q2 2026.
  • Wellington Shields & Co left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up 0.16% of Wellington Shields & Co's portfolio in Q2 2026, its #122 holding.
  • Wellington Shields & Co first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
  • Wellington Shields & Co's Rocket Companies position peaked at $903K in Q3 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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