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D.A. Davidson & Co’s Rocket Companies RKT Stock Holding History

D.A. Davidson & Co’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 		$10.8M Buy
756,926
+29,984
+4% +$546K 0.07% 233
2025
Q4 		$14.1M Buy
726,942
+265,849
+58% +$4.75M 0.09% 183
2025
Q3 		$8.94M Buy
461,093
+439,893
+2,075% +$7.67M 0.06% 244
2025
Q2 		$301K Buy
+21,200
New +$275K ﹤0.01% 1217

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

D.A. Davidson & Co's RKT Position: Q1 2026 in Review

D.A. Davidson & Co increased its Rocket Companies (RKT) stake by 4.1% in Q1 2026, buying an estimated $546K and bringing the position to 756,926 shares worth $10.8M. The position accounts for 0.07% of the portfolio, ranked #233.

D.A. Davidson & Co first reported a position in RKT in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.1M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • D.A. Davidson & Co held 756,926 shares of Rocket Companies worth $10.8M as of Q1 2026.
  • D.A. Davidson & Co bought 29,984 Rocket Companies shares in Q1 2026, an estimated $546K.
  • Rocket Companies made up 0.07% of D.A. Davidson & Co's portfolio in Q1 2026, its #233 holding.
  • D.A. Davidson & Co first reported a position in Rocket Companies in Q2 2025 and has held it in 4 quarters since.
  • D.A. Davidson & Co's Rocket Companies position peaked at $14.1M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.