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Belpointe Asset Management’s Rocket Companies RKT Stock Holding History

Belpointe Asset 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
2026
Q1 		– Sell
-46,184
Closed -$894K – 1172
2025
Q4 		$894K Sell
46,184
-3,952
-8% -$70.7K 0.03% 478
2025
Q3 		$972K Buy
+50,136
New +$874K 0.04% 413
2023
Q2 		– Sell
-56,205
Closed -$509K – 2757
2023
Q1 		$509K Buy
56,205
+37,650
+203% +$325K 0.03% 561
2022
Q4 		$130K Sell
18,555
-60,650
-77% -$443K 0.01% 1106
2022
Q3 		$500K Sell
79,205
-50,575
-39% -$440K 0.03% 504
2022
Q2 		$956K Sell
129,780
-4,155
-3% -$35.9K 0.06% 306
2022
Q1 		$1.49M Buy
133,935
+4,532
+4% +$56.1K 0.09% 238
2021
Q4 		$1.81M Buy
129,403
+31,980
+33% +$509K 0.11% 185
2021
Q3 		$1.56M Buy
97,423
+8,651
+10% +$151K 0.11% 197
2021
Q2 		$1.72M Buy
88,772
+12,175
+16% +$246K 0.12% 182
2021
Q1 		$1.77M Buy
76,597
+10,517
+16% +$235K 0.15% 148
2020
Q4 		$1.34M Buy
66,080
+27,155
+70% +$573K 0.12% 193
2020
Q3 		$776K Buy
+38,925
New +$908K 0.09% 250

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

Belpointe Asset Management's RKT Position: Q1 2026 in Review

Belpointe Asset Management sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 46,184 shares — an estimated $894K sold.

Belpointe Asset Management first reported a position in RKT in Q3 2020 and held it in 13 quarters. The position peaked at $1.81M in Q4 2021. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Belpointe Asset Management reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 46,184 Rocket Companies shares in Q1 2026, an estimated $894K.
  • Belpointe Asset Management first reported a position in Rocket Companies in Q3 2020 and held it in 13 quarters.
  • Belpointe Asset Management's Rocket Companies position peaked at $1.81M in Q4 2021.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.