Westside Investment Management’s Rocket Companies RKT Stock Holding History

Westside Investment 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	$45K	Hold	2,860	–	–	0.01%	627
2026 Q1	$42.8K	Hold	2,860	–	–	0.01%	618
2025 Q4	$56.9K	Buy	+2,860	New	+$51.1K	0.01%	508
2023 Q4	–	Sell	-1,500	Closed	-$12.3K	–	883
2023 Q3	$12.3K	Sell	1,500 -114	-7%	-$1.15K	﹤0.01%	552
2023 Q2	$14.5K	Hold	1,614	–	–	﹤0.01%	528
2023 Q1	$14.6K	Hold	1,614	–	–	﹤0.01%	526
2022 Q4	$10.6K	Sell	1,614 -114	-7%	-$832	0.03%	189
2022 Q3	$9.48K	Hold	1,728	–	–	0.02%	202
2022 Q2	$16.6K	Hold	1,728	–	–	0.04%	176
2022 Q1	$16.6K	Buy	1,728 +519	+43%	+$6.42K	0.04%	175
2021 Q4	$15.9K	Hold	1,209	–	–	0.04%	165
2021 Q3	$15.9K	Sell	1,209 -100	-8%	-$1.75K	0.04%	166
2021 Q2	$19.4K	Hold	1,309	–	–	0.04%	157
2021 Q1	$23.1K	Buy	1,309 +1,009	+336%	+$22.6K	0.06%	143
2020 Q4	$6	Hold	300	–	–	﹤0.01%	549
2020 Q3	$5	Buy	+300	New	+$7K	﹤0.01%	549

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

Westside Investment Management's RKT Position: Q2 2026 in Review

Westside Investment Management held its Rocket Companies (RKT) position steady in Q2 2026 at 2,860 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #627.

Westside Investment Management first reported a position in RKT in Q3 2020 and has held it in 16 quarters since. The position peaked at $56.9K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Westside Investment Management held 2,860 shares of Rocket Companies worth $45K as of Q2 2026.
Westside Investment Management left its Rocket Companies share count unchanged in Q2 2026.
Rocket Companies made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #627 holding.
Westside Investment Management first reported a position in Rocket Companies in Q3 2020 and has held it in 16 quarters since.
Westside Investment Management's Rocket Companies position peaked at $56.9K in Q4 2025.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.