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Clearstead Advisors’s Rocket Companies RKT Stock Holding History

Clearstead Advisors’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 		$1.14M Buy
80,093
+13
+0% +$237 0.01% 480
2025
Q4 		$1.55M Sell
80,080
-4
-0% -$72 0.02% 379
2025
Q3 		$1.55M Buy
80,084
+24
+0% +$419 0.02% 364
2025
Q2 		$1.14M Sell
80,060
-190
-0.2% -$2.46K 0.02% 411
2025
Q1 		$969K Hold
80,250
– – 0.02% 415
2024
Q4 		$904K Hold
80,250
– – 0.01% 431
2024
Q3 		$1.54M Hold
80,250
– – 0.02% 339
2024
Q2 		$1.1M Hold
80,250
– – 0.02% 373
2024
Q1 		$1.16M Sell
80,250
-58,806
-42% -$730K 0.06% 209
2023
Q4 		$2.01M Buy
139,056
+138,556
+27,711% +$1.33M 0.11% 151
2023
Q3 		$4.09K Buy
500
+250
+100% +$2.53K ﹤0.01% 1279
2023
Q2 		$2.24K Sell
250
-1
-0.4% -$9 ﹤0.01% 1128
2023
Q1 		$2.27K Hold
251
– – ﹤0.01% 1117
2022
Q4 		$1.75K Hold
251
– – ﹤0.01% 1111
2022
Q3 		$2K Buy
251
+100
+66% +$869 ﹤0.01% 1097
2022
Q2 		$1K Hold
151
– – ﹤0.01% 1215
2022
Q1 		$2K Sell
151
-2,552
-94% -$31.6K ﹤0.01% 1233
2021
Q4 		$38K Hold
2,703
– – ﹤0.01% 706
2021
Q3 		$43K Sell
2,703
-52
-2% -$909 ﹤0.01% 636
2021
Q2 		$53K Hold
2,755
– – ﹤0.01% 552
2021
Q1 		$64K Buy
2,755
+2
+0.1% +$45 0.01% 510
2020
Q4 		$56K Hold
2,753
– – 0.01% 500
2020
Q3 		$55K Buy
+2,753
New +$64.2K 0.01% 455

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

Clearstead Advisors's RKT Position: Q1 2026 in Review

Clearstead Advisors increased its Rocket Companies (RKT) stake by 0.02% in Q1 2026, buying an estimated $237 and bringing the position to 80,093 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #480.

Clearstead Advisors first reported a position in RKT in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.01M in Q4 2023. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Clearstead Advisors held 80,093 shares of Rocket Companies worth $1.14M as of Q1 2026.
  • Clearstead Advisors bought 13 Rocket Companies shares in Q1 2026, an estimated $237.
  • Rocket Companies made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #480 holding.
  • Clearstead Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's Rocket Companies position peaked at $2.01M in Q4 2023.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.