Advisory Services Network’s Rocket Companies RKT Stock Holding History

Advisory Services Network’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 Q1	$105K	Sell	7,385 -5,048	-41%	-$91.8K	﹤0.01%	2175
2025 Q4	$241K	Buy	12,433 +1,993	+19%	+$35.6K	﹤0.01%	1608
2025 Q3	$202K	Buy	+10,440	New	+$182K	﹤0.01%	1687
2024 Q1	–	Sell	-710	Closed	-$10.3K	–	3204
2023 Q4	$10.3K	Buy	+710	New	+$6.8K	﹤0.01%	2846
2023 Q2	–	Sell	-519	Closed	-$4.7K	–	3187
2023 Q1	$4.7K	Buy	519 +278	+115%	+$2.4K	﹤0.01%	3174
2022 Q4	$1.69K	Buy	+241	New	+$1.76K	﹤0.01%	3491
2022 Q2	–	Sell	-10,775	Closed	-$120K	–	1477
2022 Q1	$120K	Buy	+10,775	New	+$133K	﹤0.01%	1392
2021 Q3	–	Sell	-2,356	Closed	-$46K	–	2842
2021 Q2	$46K	Sell	2,356 -1,764	-43%	-$35.7K	﹤0.01%	2052
2021 Q1	$95K	Buy	4,120 +757	+23%	+$16.9K	﹤0.01%	1248
2020 Q4	$68K	Sell	3,363 -2,162	-39%	-$45.6K	﹤0.01%	1520
2020 Q3	$110K	Buy	+5,525	New	+$129K	0.01%	1214

Other funds holding RKT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Advisory Services Network's RKT Position: Q1 2026 in Review

Advisory Services Network reduced its Rocket Companies (RKT) stake by 41% in Q1 2026, selling an estimated $91.8K and leaving 7,385 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Advisory Services Network first reported a position in RKT in Q3 2020 and has held it in 11 quarters since. The position peaked at $241K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Advisory Services Network held 7,385 shares of Rocket Companies worth $105K as of Q1 2026.
Advisory Services Network sold 5,048 Rocket Companies shares in Q1 2026, an estimated $91.8K.
Rocket Companies made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2175 holding.
Advisory Services Network first reported a position in Rocket Companies in Q3 2020 and has held it in 11 quarters since.
Advisory Services Network's Rocket Companies position peaked at $241K in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.