Creative Planning’s Rocket Companies RKT Stock Holding History

Creative Planning’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	$7.44M	Buy	522,202 +12,030	+2%	+$219K	0.01%	898
2025 Q4	$9.88M	Buy	510,172 +468,065	+1,112%	+$8.37M	0.01%	625
2025 Q3	$816K	Buy	42,107 +23,892	+131%	+$417K	﹤0.01%	2310
2025 Q2	$258K	Buy	18,215 +2,679	+17%	+$34.8K	﹤0.01%	3030
2025 Q1	$188K	Buy	+15,536	New	+$200K	﹤0.01%	3096
2023 Q2	–	Sell	-61,060	Closed	-$553K	–	2795
2023 Q1	$553K	Buy	+61,060	New	+$527K	﹤0.01%	1404
2021 Q3	–	Sell	-11,094	Closed	-$215K	–	2206
2021 Q2	$215K	Sell	11,094 -1,884	-15%	-$38.1K	﹤0.01%	1770
2021 Q1	$300K	Sell	12,978 -2,177	-14%	-$48.7K	﹤0.01%	1798
2020 Q4	$306K	Sell	15,155 -1,323	-8%	-$27.9K	﹤0.01%	1622
2020 Q3	$328K	Buy	+16,478	New	+$384K	﹤0.01%	1362

Other funds holding RKT

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Planning's RKT Position: Q1 2026 in Review

Creative Planning increased its Rocket Companies (RKT) stake by 2.4% in Q1 2026, buying an estimated $219K and bringing the position to 522,202 shares worth $7.44M. The position accounts for 0.01% of the portfolio, ranked #898.

Creative Planning first reported a position in RKT in Q3 2020 and has held it in 10 quarters since. The position peaked at $9.88M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Creative Planning held 522,202 shares of Rocket Companies worth $7.44M as of Q1 2026.
Creative Planning bought 12,030 Rocket Companies shares in Q1 2026, an estimated $219K.
Rocket Companies made up 0.01% of Creative Planning's portfolio in Q1 2026, its #898 holding.
Creative Planning first reported a position in Rocket Companies in Q3 2020 and has held it in 10 quarters since.
Creative Planning's Rocket Companies position peaked at $9.88M in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.