Ancora Advisors’s Rocket Companies RKT Stock Holding History

Ancora 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 Q1	$52.2K	Buy	3,664 +3,297	+898%	+$60K	﹤0.01%	1126
2025 Q4	$7.11K	Buy	+367	New	+$6.56K	﹤0.01%	1882
2025 Q3	–	Sell	-328	Closed	-$5.72K	–	1959
2025 Q2	$4.65K	Buy	328 +18	+6%	+$234	﹤0.01%	1504
2025 Q1	$3.74K	Hold	310	–	–	﹤0.01%	1467
2024 Q4	$3.49K	Hold	310	–	–	﹤0.01%	1510
2024 Q3	$5.95K	Sell	310 -50	-14%	-$877	﹤0.01%	1419
2024 Q2	$4.93K	Buy	360 +50	+16%	+$676	﹤0.01%	1443
2024 Q1	$4.51K	Hold	310	–	–	﹤0.01%	1459
2023 Q4	$4.49K	Hold	310	–	–	﹤0.01%	1406
2023 Q3	$2.54K	Hold	310	–	–	﹤0.01%	1469
2023 Q2	$2.78K	Hold	310	–	–	﹤0.01%	1454
2023 Q1	$2.81K	Sell	310 -950	-75%	-$8.19K	﹤0.01%	1482
2022 Q4	$9K	Buy	+1,260	New	+$9.2K	﹤0.01%	1367
2021 Q3	–	Sell	-3,500	Closed	-$68K	–	2284
2021 Q2	$68K	Hold	3,500	–	–	﹤0.01%	1000
2021 Q1	$81K	Buy	3,500 +3,285	+1,528%	+$73.4K	﹤0.01%	937
2020 Q4	$4K	Hold	215	–	–	﹤0.01%	1328
2020 Q3	$4K	Buy	+215	New	+$5.01K	﹤0.01%	1273

Other funds holding RKT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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