Ameriprise
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Ameriprise’s Rocket Companies RKT Stock Holding History

Ameriprise’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 		$19.2M Sell
1,347,890
-1,411,411
-51% -$25.7M ﹤0.01% 1439
2025
Q4 		$53.4M Buy
2,759,301
+1,419,868
+106% +$25.4M 0.01% 834
2025
Q3 		$26M Buy
1,339,433
+503,712
+60% +$8.78M 0.01% 1225
2025
Q2 		$11.8M Buy
835,721
+812,611
+3,516% +$10.5M ﹤0.01% 1690
2025
Q1 		$283K Buy
23,110
+2,512
+12% +$32.4K ﹤0.01% 3694
2024
Q4 		$232K Buy
20,598
+4,708
+30% +$70.1K ﹤0.01% 3814
2024
Q3 		$305K Buy
15,890
+3,735
+31% +$65.5K ﹤0.01% 3637
2024
Q2 		$167K Buy
12,155
+673
+6% +$9.1K ﹤0.01% 3717
2024
Q1 		$167K Buy
11,482
+1,134
+11% +$14.1K ﹤0.01% 3712
2023
Q4 		$150K Buy
+10,348
New +$99.1K ﹤0.01% 3763
2023
Q1 		– Sell
-15,076
Closed -$105K – 4029
2022
Q4 		$105K Buy
+15,076
New +$110K ﹤0.01% 3806
2022
Q3 		– Sell
-15,198
Closed -$112K – 4020
2022
Q2 		$112K Sell
15,198
-115,288
-88% -$996K ﹤0.01% 3767
2022
Q1 		$1.45M Buy
130,486
+1,604
+1% +$19.8K ﹤0.01% 3053
2021
Q4 		$1.8M Buy
128,882
+94,710
+277% +$1.51M ﹤0.01% 2989
2021
Q3 		$548K Sell
34,172
-39,128
-53% -$684K ﹤0.01% 3368
2021
Q2 		$1.42M Sell
73,300
-51,121
-41% -$1.03M ﹤0.01% 3064
2021
Q1 		$2.87M Buy
124,421
+8,063
+7% +$180K ﹤0.01% 2707
2020
Q4 		$2.27M Buy
116,358
+13,562
+13% +$286K ﹤0.01% 2726
2020
Q3 		$2.05M Buy
+102,796
New +$2.4M ﹤0.01% 2654

Other funds holding RKT

BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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

Ameriprise's RKT Position: Q1 2026 in Review

Ameriprise reduced its Rocket Companies (RKT) stake by 51% in Q1 2026, selling an estimated $25.7M and leaving 1,347,890 shares worth $19.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Ameriprise first reported a position in RKT in Q3 2020 and has held it in 19 quarters since. The position peaked at $53.4M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Ameriprise held 1,347,890 shares of Rocket Companies worth $19.2M as of Q1 2026.
  • Ameriprise sold 1,411,411 Rocket Companies shares in Q1 2026, an estimated $25.7M.
  • Rocket Companies made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1439 holding.
  • Ameriprise first reported a position in Rocket Companies in Q3 2020 and has held it in 19 quarters since.
  • Ameriprise's Rocket Companies position peaked at $53.4M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.