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Concurrent Investment Advisors’s Rocket Companies RKT Stock Holding History

Concurrent Investment 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 		– Sell
-10,000
Closed -$194K – 2033
2025
Q4 		$194K Buy
+10,000
New +$179K ﹤0.01% 1642
2025
Q3 		– Sell
-2,500
Closed -$35.5K – 1587
2025
Q2 		$35.5K Buy
+2,500
New +$32.4K ﹤0.01% 1359

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

Concurrent Investment Advisors's RKT Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Rocket Companies (RKT) stake by 3.3% in Q1 2026, buying an estimated $8.9K and bringing the position to 15,171 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Concurrent Investment Advisors first reported a position in RKT in Q2 2025 and has held it in 4 quarters since. The position peaked at $284K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Concurrent Investment Advisors held 15,171 shares of Rocket Companies worth $216K as of Q1 2026.
  • Concurrent Investment Advisors bought 489 Rocket Companies shares in Q1 2026, an estimated $8.9K.
  • Rocket Companies made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1706 holding.
  • Concurrent Investment Advisors first reported a position in Rocket Companies in Q2 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Rocket Companies position peaked at $284K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.