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Arkadios Wealth Advisors’s Rocket Companies RKT Stock Holding History

Arkadios 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 		$230K Buy
16,135
+2,664
+20% +$48.5K ﹤0.01% 1499
2025
Q4 		$261K Buy
+13,471
New +$241K 0.01% 1312
2021
Q3 		– Sell
-104
Closed -$2K – 2029
2021
Q2 		$2K Hold
104
– – ﹤0.01% 1863
2021
Q1 		$2K Buy
104
+4
+4% +$89 ﹤0.01% 1540
2020
Q4 		$2K Buy
+100
New +$2.11K ﹤0.01% 1272

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

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

Arkadios Wealth Advisors increased its Rocket Companies (RKT) stake by 20% in Q1 2026, buying an estimated $48.5K and bringing the position to 16,135 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Arkadios Wealth Advisors first reported a position in RKT in Q4 2020 and has held it in 5 quarters since. The position peaked at $261K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Arkadios Wealth Advisors held 16,135 shares of Rocket Companies worth $230K as of Q1 2026.
  • Arkadios Wealth Advisors bought 2,664 Rocket Companies shares in Q1 2026, an estimated $48.5K.
  • Rocket Companies made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1499 holding.
  • Arkadios Wealth Advisors first reported a position in Rocket Companies in Q4 2020 and has held it in 5 quarters since.
  • Arkadios Wealth Advisors's Rocket Companies position peaked at $261K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

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