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Arete Wealth Advisors’s Rocket Companies RKT Stock Holding History

Arete Wealth 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 		$279K Sell
19,570
-7,746
-28% -$141K 0.02% 310
2025
Q4 		$529K Buy
+27,316
New +$488K 0.03% 434
2025
Q3 		– Sell
-44,421
Closed -$630K – 803
2025
Q2 		$630K Sell
44,421
-2,300
-5% -$29.8K 0.04% 355
2025
Q1 		$564K Buy
+46,721
New +$603K 0.04% 354

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

Arete Wealth Advisors's RKT Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Rocket Companies (RKT) stake by 28% in Q1 2026, selling an estimated $141K and leaving 19,570 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #310.

Arete Wealth Advisors first reported a position in RKT in Q1 2025 and has held it in 4 quarters since. The position peaked at $630K in Q2 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Arete Wealth Advisors held 19,570 shares of Rocket Companies worth $279K as of Q1 2026.
  • Arete Wealth Advisors sold 7,746 Rocket Companies shares in Q1 2026, an estimated $141K.
  • Rocket Companies made up 0.02% of Arete Wealth Advisors's portfolio in Q1 2026, its #310 holding.
  • Arete Wealth Advisors first reported a position in Rocket Companies in Q1 2025 and has held it in 4 quarters since.
  • Arete Wealth Advisors's Rocket Companies position peaked at $630K in Q2 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.