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CBIZ Investment Advisory Services’s Rocket Companies RKT Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q4 		– Sell
-30
Closed -$581 – 791
2025
Q3 		$581 Buy
+30
New +$523 ﹤0.01% 635
2024
Q4 		– Sell
-219
Closed -$4.2K – 500
2024
Q3 		$4.2K Hold
219
– – ﹤0.01% 306
2024
Q2 		$3K Buy
+219
New +$2.96K ﹤0.01% 320

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CBIZ Investment Advisory Services's RKT Position: Q4 2025 in Review

CBIZ Investment Advisory Services sold out of Rocket Companies (RKT) in Q4 2025, closing a stake of 30 shares — an estimated $581 sold.

CBIZ Investment Advisory Services first reported a position in RKT in Q2 2024 and held it in 3 quarters. The position peaked at $4.2K in Q3 2024. 788 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

  • CBIZ Investment Advisory Services reported no remaining Rocket Companies position as of Q4 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 30 Rocket Companies shares in Q4 2025, an estimated $581.
  • CBIZ Investment Advisory Services first reported a position in Rocket Companies in Q2 2024 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Rocket Companies position peaked at $4.2K in Q3 2024.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2025, filed 9 Feb 2026.