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CVA Family Office’s Rocket Companies RKT Stock Holding History

CVA Family Office’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 		$2.59K Sell
182
-40
-18% -$728 ﹤0.01% 1453
2025
Q4 		$4.3K Buy
222
+144
+185% +$2.58K ﹤0.01% 903
2025
Q3 		$1.51K Hold
78
– – ﹤0.01% 1048
2025
Q2 		$1.11K Buy
78
+38
+95% +$493 ﹤0.01% 1081
2025
Q1 		$483 Sell
40
-3
-7% -$39 ﹤0.01% 1289
2024
Q4 		$484 Sell
43
-46
-52% -$685 ﹤0.01% 1245
2024
Q3 		$1.71K Buy
89
+53
+147% +$930 ﹤0.01% 1000
2024
Q2 		$493 Buy
+36
New +$487 ﹤0.01% 1217
2021
Q2 		– Sell
-3
Closed – – 975
2021
Q1 		$0 Buy
+3
New +$67 ﹤0.01% 788

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

CVA Family Office's RKT Position: Q1 2026 in Review

CVA Family Office reduced its Rocket Companies (RKT) stake by 18% in Q1 2026, selling an estimated $728 and leaving 182 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

CVA Family Office first reported a position in RKT in Q1 2021 and has held it in 9 quarters since. The position peaked at $4.3K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • CVA Family Office held 182 shares of Rocket Companies worth $2.59K as of Q1 2026.
  • CVA Family Office sold 40 Rocket Companies shares in Q1 2026, an estimated $728.
  • Rocket Companies made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1453 holding.
  • CVA Family Office first reported a position in Rocket Companies in Q1 2021 and has held it in 9 quarters since.
  • CVA Family Office's Rocket Companies position peaked at $4.3K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.