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World Investment Advisors’s Rocket Companies RKT Stock Holding History

World Investment 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 		$423K Buy
28,828
+161
+0.6% +$2.32K 0.01% 1031
2026
Q1 		$409K Buy
28,667
+1,489
+5% +$27.1K 0.01% 1086
2025
Q4 		$526K Buy
+27,178
New +$486K 0.01% 911

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

World Investment Advisors's RKT Position: Q2 2026 in Review

World Investment Advisors increased its Rocket Companies (RKT) stake by 0.56% in Q2 2026, buying an estimated $2.32K and bringing the position to 28,828 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #1031.

World Investment Advisors first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $526K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • World Investment Advisors held 28,828 shares of Rocket Companies worth $423K as of Q2 2026.
  • World Investment Advisors bought 161 Rocket Companies shares in Q2 2026, an estimated $2.32K.
  • Rocket Companies made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1031 holding.
  • World Investment Advisors first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • World Investment Advisors's Rocket Companies position peaked at $526K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.