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Xponance’s Rocket Companies RKT Stock Holding History

Xponance’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 		$1.94M Buy
123,039
+730
+0.6% +$10.5K 0.01% 608
2026
Q1 		$1.74M Buy
122,309
+22,936
+23% +$417K 0.01% 599
2025
Q4 		$1.92M Buy
99,373
+87,265
+721% +$1.56M 0.01% 544
2025
Q3 		$235K Buy
+12,108
New +$211K ﹤0.01% 1281
2024
Q2 		– Sell
-11,332
Closed -$165K – 1360
2024
Q1 		$165K Buy
+11,332
New +$141K ﹤0.01% 1212
2023
Q4 		– Sell
-11,664
Closed -$95.4K – 1284
2023
Q3 		$95.4K Buy
11,664
+884
+8% +$8.94K ﹤0.01% 1168
2023
Q2 		$96.6K Buy
10,780
+194
+2% +$1.69K ﹤0.01% 1194
2023
Q1 		$95.9K Buy
10,586
+88
+0.8% +$759 ﹤0.01% 1159
2022
Q4 		$73.5K Buy
+10,498
New +$76.7K ﹤0.01% 1168
2022
Q2 		– Sell
-15,158
Closed -$169K – 1223
2022
Q1 		$169K Buy
15,158
+80
+0.5% +$990 ﹤0.01% 1119
2021
Q4 		$211K Buy
15,078
+95
+0.6% +$1.51K ﹤0.01% 1115
2021
Q3 		$240K Sell
14,983
-798
-5% -$13.9K ﹤0.01% 1089
2021
Q2 		$305K Buy
+15,781
New +$319K 0.01% 1070

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

Xponance's RKT Position: Q2 2026 in Review

Xponance increased its Rocket Companies (RKT) stake by 0.6% in Q2 2026, buying an estimated $10.5K and bringing the position to 123,039 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #608.

Xponance first reported a position in RKT in Q2 2021 and has held it in 13 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Xponance held 123,039 shares of Rocket Companies worth $1.94M as of Q2 2026.
  • Xponance bought 730 Rocket Companies shares in Q2 2026, an estimated $10.5K.
  • Rocket Companies made up 0.01% of Xponance's portfolio in Q2 2026, its #608 holding.
  • Xponance first reported a position in Rocket Companies in Q2 2021 and has held it in 13 quarters since.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.