Creative Planning
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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
2021
Q1 		– Sell
-400
Closed -$3K – 2701
2020
Q4 		$3K Sell
400
-200,600
-100% -$4.23M ﹤0.01% 2287
2020
Q3 		$681K Buy
+201,000
New +$4.69M ﹤0.01% 972

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 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.