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Atria Investments’s Rocket Companies RKT Stock Holding History

Atria Investments’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 		$470K Buy
32,982
+13,189
+67% +$240K 0.01% 1483
2025
Q4 		$383K Buy
+19,793
New +$354K ﹤0.01% 1597

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

Atria Investments's RKT Position: Q1 2026 in Review

Atria Investments increased its Rocket Companies (RKT) stake by 67% in Q1 2026, buying an estimated $240K and bringing the position to 32,982 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #1483.

Atria Investments first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Atria Investments held 32,982 shares of Rocket Companies worth $470K as of Q1 2026.
  • Atria Investments bought 13,189 Rocket Companies shares in Q1 2026, an estimated $240K.
  • Rocket Companies made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1483 holding.
  • Atria Investments first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.