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Creative Financial Designs’s Rocket Companies RKT Stock Holding History

Creative Financial Designs’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 		$31.6K Buy
2,218
+558
+34% +$10.2K ﹤0.01% 1057
2025
Q4 		$32.1K Sell
1,660
-350
-17% -$6.26K ﹤0.01% 1018
2025
Q3 		$39K Buy
2,010
+2,000
+20,000% +$34.9K ﹤0.01% 938
2025
Q2 		$142 Buy
+10
New +$130 ﹤0.01% 1968
2021
Q1 		– Sell
-103
Closed -$2K – 1350
2020
Q4 		$2K Buy
+103
New +$2.17K ﹤0.01% 1148

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

Creative Financial Designs's RKT Position: Q1 2026 in Review

Creative Financial Designs increased its Rocket Companies (RKT) stake by 34% in Q1 2026, buying an estimated $10.2K and bringing the position to 2,218 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Creative Financial Designs first reported a position in RKT in Q4 2020 and has held it in 5 quarters since. The position peaked at $39K in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Creative Financial Designs held 2,218 shares of Rocket Companies worth $31.6K as of Q1 2026.
  • Creative Financial Designs bought 558 Rocket Companies shares in Q1 2026, an estimated $10.2K.
  • Rocket Companies made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1057 holding.
  • Creative Financial Designs first reported a position in Rocket Companies in Q4 2020 and has held it in 5 quarters since.
  • Creative Financial Designs's Rocket Companies position peaked at $39K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.