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Cherry Tree Wealth Management’s Rocket Companies RKT Stock Holding History

Cherry Tree Wealth Management’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 		$4.55K Hold
319
– – ﹤0.01% 489
2025
Q4 		$6.18K Buy
+319
New +$5.7K ﹤0.01% 472

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 $2.3T AUM 54.33% 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

Cherry Tree Wealth Management's RKT Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Rocket Companies (RKT) position steady in Q1 2026 at 319 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Cherry Tree Wealth Management first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.18K in Q4 2025. 818 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Cherry Tree Wealth Management held 319 shares of Rocket Companies worth $4.55K as of Q1 2026.
  • Cherry Tree Wealth Management left its Rocket Companies share count unchanged in Q1 2026.
  • Rocket Companies made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #489 holding.
  • Cherry Tree Wealth Management first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Cherry Tree Wealth Management's Rocket Companies position peaked at $6.18K in Q4 2025.
  • 818 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.