Winch Advisory Services’s Rocket Companies RKT Stock Holding History

Winch Advisory Services’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	$740	Hold	47	–	–	﹤0.01%	509
2026 Q1	$670	Buy	+47	New	+$855	﹤0.01%	478

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

Winch Advisory Services's RKT Position: Q2 2026 in Review

Winch Advisory Services held its Rocket Companies (RKT) position steady in Q2 2026 at 47 shares worth $740. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Winch Advisory Services first reported a position in RKT in Q1 2026 and has held it in 2 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Winch Advisory Services held 47 shares of Rocket Companies worth $740 as of Q2 2026.
Winch Advisory Services left its Rocket Companies share count unchanged in Q2 2026.
Rocket Companies made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #509 holding.
Winch Advisory Services first reported a position in Rocket Companies in Q1 2026 and has held it in 2 quarters since.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.