Commonwealth Equity Services
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Commonwealth Equity Services’s Rocket Companies RKT Stock Holding History

Commonwealth Equity 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
2026
Q1 		$5.48M Buy
384,826
+20,625
+6% +$375K 0.01% 1268
2025
Q4 		$7.05M Buy
364,201
+177,893
+95% +$3.18M 0.01% 1098
2025
Q3 		$3.61M Buy
186,308
+36,719
+25% +$640K ﹤0.01% 1580
2025
Q2 		$2.12M Buy
149,589
+3,089
+2% +$40.1K ﹤0.01% 1935
2025
Q1 		$1.77M Buy
146,500
+2,513
+2% +$32.4K ﹤0.01% 1997
2024
Q4 		$1.62M Buy
143,987
+31,111
+28% +$463K ﹤0.01% 2021
2024
Q3 		$2.17M Buy
112,876
+43,231
+62% +$759K ﹤0.01% 1748
2024
Q2 		$954K Buy
69,645
+12,397
+22% +$168K ﹤0.01% 2321
2024
Q1 		$833K Sell
57,248
-28,689
-33% -$356K ﹤0.01% 2381
2023
Q4 		$1.24M Buy
85,937
+7,684
+10% +$73.6K ﹤0.01% 2011
2023
Q3 		$640K Buy
78,253
+689
+0.9% +$6.97K ﹤0.01% 2386
2023
Q2 		$695K Sell
77,564
-2,503
-3% -$21.8K ﹤0.01% 2364
2023
Q1 		$725 Buy
80,067
+40,855
+104% +$352K ﹤0.01% 2264
2022
Q4 		$274K Sell
39,212
-111,984
-74% -$818K ﹤0.01% 2942
2022
Q3 		$955K Buy
151,196
+1,050
+0.7% +$9.13K ﹤0.01% 1930
2022
Q2 		$1.1M Sell
150,146
-7,132
-5% -$61.6K ﹤0.01% 1810
2022
Q1 		$1.75M Buy
157,278
+6,648
+4% +$82.2K ﹤0.01% 1590
2021
Q4 		$2.11M Sell
150,630
-22,910
-13% -$365K ﹤0.01% 1460
2021
Q3 		$2.78M Sell
173,540
-1,470
-0.8% -$25.7K 0.01% 1218
2021
Q2 		$3.39M Buy
175,010
+1,330
+0.8% +$26.9K 0.01% 1082
2021
Q1 		$4.01M Sell
173,680
-33,628
-16% -$752K 0.01% 897
2020
Q4 		$4.19M Buy
207,308
+129,487
+166% +$2.73M 0.01% 815
2020
Q3 		$1.55M Buy
+77,821
New +$1.81M 0.01% 1236

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

Commonwealth Equity Services's RKT Position: Q1 2026 in Review

Commonwealth Equity Services increased its Rocket Companies (RKT) stake by 5.7% in Q1 2026, buying an estimated $375K and bringing the position to 384,826 shares worth $5.48M. The position accounts for 0.01% of the portfolio, ranked #1268.

Commonwealth Equity Services first reported a position in RKT in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.05M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Commonwealth Equity Services held 384,826 shares of Rocket Companies worth $5.48M as of Q1 2026.
  • Commonwealth Equity Services bought 20,625 Rocket Companies shares in Q1 2026, an estimated $375K.
  • Rocket Companies made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1268 holding.
  • Commonwealth Equity Services first reported a position in Rocket Companies in Q3 2020 and has held it in 23 quarters since.
  • Commonwealth Equity Services's Rocket Companies position peaked at $7.05M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.