CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Rocket Companies RKT Stock Holding History

CAPTRUST Financial 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 		$343K Sell
24,046
-4,208
-15% -$76.6K ﹤0.01% 2300
2025
Q4 		$547K Buy
28,254
+13,499
+91% +$241K ﹤0.01% 1846
2025
Q3 		$286K Buy
+14,755
New +$257K ﹤0.01% 2198
2022
Q3 		– Sell
-4,451
Closed -$33K – 3629
2022
Q2 		$33K Buy
4,451
+2,851
+178% +$24.6K ﹤0.01% 3057
2022
Q1 		$18K Sell
1,600
-119
-7% -$1.47K ﹤0.01% 3460
2021
Q4 		$24K Buy
1,719
+1,052
+158% +$16.8K ﹤0.01% 3175
2021
Q3 		$11K Sell
667
-152
-19% -$2.66K ﹤0.01% 3558
2021
Q2 		$16K Buy
819
+241
+42% +$4.88K ﹤0.01% 3271
2021
Q1 		$13K Sell
578
-7,622
-93% -$170K ﹤0.01% 3290
2020
Q4 		$166K Sell
8,200
-3,000
-27% -$63.3K ﹤0.01% 1273
2020
Q3 		$254K Buy
+11,200
New +$261K ﹤0.01% 936

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

CAPTRUST Financial Advisors's RKT Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Rocket Companies (RKT) stake by 15% in Q1 2026, selling an estimated $76.6K and leaving 24,046 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #2300.

CAPTRUST Financial Advisors first reported a position in RKT in Q3 2020 and has held it in 11 quarters since. The position peaked at $547K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • CAPTRUST Financial Advisors held 24,046 shares of Rocket Companies worth $343K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 4,208 Rocket Companies shares in Q1 2026, an estimated $76.6K.
  • Rocket Companies made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2300 holding.
  • CAPTRUST Financial Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 11 quarters since.
  • CAPTRUST Financial Advisors's Rocket Companies position peaked at $547K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

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