Corient Private Wealth
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Corient Private Wealth’s Rocket Companies RKT Stock Holding History

Corient Private Wealth’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 		$1.34M Sell
95,046
-142,079
-60% -$2.58M ﹤0.01% 1475
2025
Q4 		$4.04M Buy
237,125
+172,654
+268% +$3.09M ﹤0.01% 1158
2025
Q3 		$1.25M Buy
+64,471
New +$1.12M ﹤0.01% 1311
2023
Q4 		– Sell
-15,445
Closed -$126K – 2331
2023
Q3 		$126K Sell
15,445
-8,080
-34% -$81.7K ﹤0.01% 1991
2023
Q2 		$211K Buy
23,525
+406
+2% +$3.53K ﹤0.01% 1852
2023
Q1 		$210K Buy
23,119
+7,844
+51% +$67.6K ﹤0.01% 1782
2022
Q4 		$107K Buy
+15,275
New +$112K ﹤0.01% 1566

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

Corient Private Wealth's RKT Position: Q1 2026 in Review

Corient Private Wealth reduced its Rocket Companies (RKT) stake by 60% in Q1 2026, selling an estimated $2.58M and leaving 95,046 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Corient Private Wealth first reported a position in RKT in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.04M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Corient Private Wealth held 95,046 shares of Rocket Companies worth $1.34M as of Q1 2026.
  • Corient Private Wealth sold 142,079 Rocket Companies shares in Q1 2026, an estimated $2.58M.
  • Rocket Companies made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1475 holding.
  • Corient Private Wealth first reported a position in Rocket Companies in Q4 2022 and has held it in 7 quarters since.
  • Corient Private Wealth's Rocket Companies position peaked at $4.04M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.