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Bogart Wealth LLC’s Rocket Companies RKT Stock Holding History

Bogart Wealth LLC’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 		$29 Hold
2
– – ﹤0.01% 1786
2025
Q4 		$39 Hold
2
– – ﹤0.01% 1570
2025
Q3 		$39 Buy
+2
New +$35 ﹤0.01% 1515
2022
Q1 		– Sell
-30
Closed – – 838
2021
Q4 		$0 Buy
+30
New +$478 ﹤0.01% 804

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

Bogart Wealth LLC's RKT Position: Q1 2026 in Review

Bogart Wealth LLC held its Rocket Companies (RKT) position steady in Q1 2026 at 2 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Bogart Wealth LLC first reported a position in RKT in Q4 2021 and has held it in 4 quarters since. The position peaked at $39 in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Bogart Wealth LLC held 2 shares of Rocket Companies worth $29 as of Q1 2026.
  • Bogart Wealth LLC left its Rocket Companies share count unchanged in Q1 2026.
  • Rocket Companies made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1786 holding.
  • Bogart Wealth LLC first reported a position in Rocket Companies in Q4 2021 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Rocket Companies position peaked at $39 in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.