Cerity Partners
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Cerity Partners’s Rocket Companies RKT Stock Holding History

Cerity Partners’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 		$1.07M Buy
74,940
+35,624
+91% +$648K ﹤0.01% 1827
2025
Q4 		$762K Buy
39,316
+4,246
+12% +$75.9K ﹤0.01% 1846
2025
Q3 		$678K Buy
+35,070
New +$612K ﹤0.01% 1790
2025
Q1 		– Sell
-11,920
Closed -$200K – 2602
2024
Q4 		$200K Sell
11,920
-19,270
-62% -$287K ﹤0.01% 2242
2024
Q3 		$599K Buy
31,190
+14,340
+85% +$252K ﹤0.01% 1672
2024
Q2 		$231K Buy
16,850
+5,326
+46% +$72K ﹤0.01% 1962
2024
Q1 		$168K Buy
+11,524
New +$143K ﹤0.01% 2144

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

Cerity Partners's RKT Position: Q1 2026 in Review

Cerity Partners increased its Rocket Companies (RKT) stake by 91% in Q1 2026, buying an estimated $648K and bringing the position to 74,940 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Cerity Partners first reported a position in RKT in Q1 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Cerity Partners held 74,940 shares of Rocket Companies worth $1.07M as of Q1 2026.
  • Cerity Partners bought 35,624 Rocket Companies shares in Q1 2026, an estimated $648K.
  • Rocket Companies made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1827 holding.
  • Cerity Partners first reported a position in Rocket Companies in Q1 2024 and has held it in 7 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.