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Compass Wealth Management’s Rocket Companies RKT Stock Holding History

Compass 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 		$4.91M Buy
344,571
+68,673
+25% +$1.25M 1.21% 36
2025
Q4 		$5.34M Buy
+275,898
New +$4.93M 1.33% 30
2025
Q3 		– Sell
-134,550
Closed -$1.91M – 154
2025
Q2 		$1.91M Buy
+134,550
New +$1.75M 0.45% 67

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

Compass Wealth Management's RKT Position: Q1 2026 in Review

Compass Wealth Management increased its Rocket Companies (RKT) stake by 25% in Q1 2026, buying an estimated $1.25M and bringing the position to 344,571 shares worth $4.91M. The position accounts for 1.21% of the portfolio, ranked #36.

Compass Wealth Management first reported a position in RKT in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.34M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Compass Wealth Management held 344,571 shares of Rocket Companies worth $4.91M as of Q1 2026.
  • Compass Wealth Management bought 68,673 Rocket Companies shares in Q1 2026, an estimated $1.25M.
  • Rocket Companies made up 1.21% of Compass Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Compass Wealth Management first reported a position in Rocket Companies in Q2 2025 and has held it in 3 quarters since.
  • Compass Wealth Management's Rocket Companies position peaked at $5.34M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.