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Whipplewood Advisors’s Rocket Companies RKT Stock Holding History

Whipplewood Advisors’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 		– Sell
-75
Closed -$1.07K – 959
2026
Q1 		$1.07K Buy
75
+37
+97% +$673 ﹤0.01% 883
2025
Q4 		$736 Buy
+38
New +$679 ﹤0.01% 438
2025
Q3 		– Sell
-105
Closed -$1.49K – 976
2025
Q2 		$1.49K Buy
105
+102
+3,400% +$1.32K ﹤0.01% 938
2025
Q1 		$1.27K Sell
3
-164
-98% -$2.12K ﹤0.01% 983
2024
Q4 		$1.88K Buy
+167
New +$2.49K ﹤0.01% 893

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

Whipplewood Advisors's RKT Position: Q2 2026 in Review

Whipplewood Advisors sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 75 shares — an estimated $1.07K sold.

Whipplewood Advisors first reported a position in RKT in Q4 2024 and held it in 5 quarters. The position peaked at $1.88K in Q4 2024. 790 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Whipplewood Advisors reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 75 Rocket Companies shares in Q2 2026, an estimated $1.07K.
  • Whipplewood Advisors first reported a position in Rocket Companies in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Rocket Companies position peaked at $1.88K in Q4 2024.
  • 790 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.