AWM
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Avior Wealth Management’s Rocket Companies RKT Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-7
Closed -$78 – 1980
2024
Q4 		$78 Hold
7
– – ﹤0.01% 2418
2024
Q3 		$134 Sell
7
-41
-85% -$719 ﹤0.01% 2247
2024
Q2 		$657 Hold
48
– – ﹤0.01% 2084
2024
Q1 		$698 Hold
48
– – ﹤0.01% 2479
2023
Q4 		$695 Buy
48
+41
+586% +$393 ﹤0.01% 1403
2023
Q3 		$57 Hold
7
– – ﹤0.01% 1570
2023
Q2 		$62 Hold
7
– – ﹤0.01% 1536
2023
Q1 		$63 Hold
7
– – ﹤0.01% 1604
2022
Q4 		$49 Hold
7
– – ﹤0.01% 1258
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1269
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1201
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1212
2021
Q4 		$0 Hold
7
– – ﹤0.01% 1203
2021
Q3 		$0 Buy
+7
New +$122 ﹤0.01% 1160

Other funds holding RKT

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return