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Beacon Pointe Advisors’s Rocket Companies RKT Stock Holding History

Beacon Pointe 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 		$397K Buy
27,863
+893
+3% +$16.2K ﹤0.01% 1393
2025
Q4 		$522K Buy
26,970
+12,932
+92% +$231K ﹤0.01% 1061
2025
Q3 		$272K Buy
+14,038
New +$245K ﹤0.01% 1218

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

Beacon Pointe Advisors's RKT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Rocket Companies (RKT) stake by 3.3% in Q1 2026, buying an estimated $16.2K and bringing the position to 27,863 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Beacon Pointe Advisors first reported a position in RKT in Q3 2025 and has held it in 3 quarters since. The position peaked at $522K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Beacon Pointe Advisors held 27,863 shares of Rocket Companies worth $397K as of Q1 2026.
  • Beacon Pointe Advisors bought 893 Rocket Companies shares in Q1 2026, an estimated $16.2K.
  • Rocket Companies made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1393 holding.
  • Beacon Pointe Advisors first reported a position in Rocket Companies in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Rocket Companies position peaked at $522K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.