Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Rocket Companies RKT Stock Holding History

Carson Wealth (CWM 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 		$980K Buy
68,757
+19,875
+41% +$362K ﹤0.01% 1549
2025
Q4 		$946K Buy
48,882
+39,167
+403% +$700K ﹤0.01% 1529
2025
Q3 		$188K Buy
9,715
+3,208
+49% +$55.9K ﹤0.01% 2498
2025
Q2 		$92K Sell
6,507
-195
-3% -$2.53K ﹤0.01% 2801
2025
Q1 		$81K Buy
6,702
+1,243
+23% +$16K ﹤0.01% 2598
2024
Q4 		$61K Sell
5,459
-19,695
-78% -$293K ﹤0.01% 2650
2024
Q3 		$483K Buy
25,154
+10,668
+74% +$187K ﹤0.01% 1328
2024
Q2 		$198K Buy
14,486
+8,462
+140% +$114K ﹤0.01% 1590
2024
Q1 		$88K Buy
6,024
+2,368
+65% +$29.4K ﹤0.01% 1954
2023
Q4 		$53K Sell
3,656
-1,037
-22% -$9.93K ﹤0.01% 2144
2023
Q3 		$38K Buy
4,693
+247
+6% +$2.5K ﹤0.01% 2252
2023
Q2 		$40K Sell
4,446
-399
-8% -$3.47K ﹤0.01% 2144
2023
Q1 		$44K Buy
4,845
+417
+9% +$3.6K ﹤0.01% 1955
2022
Q4 		$31K Sell
4,428
-2,969
-40% -$21.7K ﹤0.01% 2062
2022
Q3 		$47K Buy
7,397
+4,244
+135% +$36.9K ﹤0.01% 1689
2022
Q2 		$23K Buy
3,153
+1,920
+156% +$16.6K ﹤0.01% 2037
2022
Q1 		$14K Buy
1,233
+595
+93% +$7.36K ﹤0.01% 2306
2021
Q4 		$9K Buy
+638
New +$10.2K ﹤0.01% 2430
2021
Q2 		$11K Hold
565
– – ﹤0.01% 2074
2021
Q1 		$11K Hold
565
– – ﹤0.01% 2073
2020
Q4 		$11K Hold
565
– – ﹤0.01% 2072
2020
Q3 		$11K Buy
+565
New +$13.2K ﹤0.01% 2071

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $5.63B AUM 5.11% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RKT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Rocket Companies (RKT) stake by 41% in Q1 2026, buying an estimated $362K and bringing the position to 68,757 shares worth $980K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Carson Wealth (CWM LLC) first reported a position in RKT in Q3 2020 and has held it in 22 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 68,757 shares of Rocket Companies worth $980K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 19,875 Rocket Companies shares in Q1 2026, an estimated $362K.
  • Rocket Companies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1549 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rocket Companies in Q3 2020 and has held it in 22 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.