Cetera Investment Advisers
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Cetera Investment Advisers’s Rocket Companies RKT Stock Holding History

Cetera Investment Advisers’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 		$1.6K Buy
1,000
+200
+25% +$3.64K ﹤0.01% 4745
2025
Q4 		$944 Buy
+800
New +$14.3K ﹤0.01% 4653

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

Cetera Investment Advisers's RKT Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Rocket Companies (RKT) stake by 3.1% in Q1 2026, selling an estimated $200K and leaving 343,341 shares worth $4.89M. The position accounts for 0.01% of the portfolio, ranked #1517.

Cetera Investment Advisers first reported a position in RKT in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.86M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Cetera Investment Advisers held 343,341 shares of Rocket Companies worth $4.89M as of Q1 2026.
  • Cetera Investment Advisers sold 10,996 Rocket Companies shares in Q1 2026, an estimated $200K.
  • Rocket Companies made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1517 holding.
  • Cetera Investment Advisers first reported a position in Rocket Companies in Q4 2020 and has held it in 21 quarters since.
  • Cetera Investment Advisers's Rocket Companies position peaked at $6.86M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.