Baird Financial Group
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Baird Financial Group’s Rocket Companies RKT Stock Holding History

Baird Financial Group’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 		– Sell
-99,454
Closed -$1.93M – 1900
2025
Q4 		$1.93M Buy
99,454
+955
+1% +$17.1K ﹤0.01% 1049
2025
Q3 		$1.91M Buy
+98,499
New +$1.72M ﹤0.01% 1063
2021
Q3 		– Sell
-21,714
Closed -$420K – 1915
2021
Q2 		$420K Buy
+21,714
New +$439K ﹤0.01% 1463
2021
Q1 		– Sell
-21,559
Closed -$436K – 1720
2020
Q4 		$436K Buy
+21,559
New +$455K ﹤0.01% 1267

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

Baird Financial Group's RKT Position: Q1 2026 in Review

Baird Financial Group sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 99,454 shares — an estimated $1.93M sold.

Baird Financial Group first reported a position in RKT in Q4 2020 and held it in 4 quarters. The position peaked at $1.93M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Baird Financial Group reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 99,454 Rocket Companies shares in Q1 2026, an estimated $1.93M.
  • Baird Financial Group first reported a position in Rocket Companies in Q4 2020 and held it in 4 quarters.
  • Baird Financial Group's Rocket Companies position peaked at $1.93M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.