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Ameritas Advisory Services’s Rocket Companies RKT Stock Holding History

Ameritas 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
2025
Q4 		– Sell
-6,936
Closed -$134K – 1858
2025
Q3 		$134K Buy
6,936
+6,699
+2,827% +$117K 0.01% 740
2025
Q2 		$3.37K Buy
+237
New +$3.08K ﹤0.01% 2363
2023
Q2 		– Sell
-957
Closed -$8.65K – 2113
2023
Q1 		$8.65K Buy
+957
New +$8.25K ﹤0.01% 1943

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameritas Advisory Services's RKT Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Rocket Companies (RKT) in Q4 2025, closing a stake of 6,936 shares — an estimated $134K sold.

Ameritas Advisory Services first reported a position in RKT in Q1 2023 and held it in 3 quarters. The position peaked at $134K in Q3 2025. 786 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Rocket Companies position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 6,936 Rocket Companies shares in Q4 2025, an estimated $134K.
  • Ameritas Advisory Services first reported a position in Rocket Companies in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Rocket Companies position peaked at $134K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.