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DHJJ Financial Advisors’s Rocket Companies RKT Stock Holding History

DHJJ Financial Advisors’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 		$52.3K Hold
3,668
– – 0.02% 388
2025
Q4 		$71K Hold
3,668
– – 0.02% 328
2025
Q3 		$71.1K Buy
3,668
+3,168
+634% +$55.2K 0.02% 308
2025
Q2 		$7.09K Hold
500
– – ﹤0.01% 578
2025
Q1 		$6.04K Hold
500
– – ﹤0.01% 553
2024
Q4 		$5.63K Hold
500
– – ﹤0.01% 544
2024
Q3 		$9.6K Hold
500
– – ﹤0.01% 504
2024
Q2 		$6.85K Hold
500
– – ﹤0.01% 490
2024
Q1 		$7.28K Hold
500
– – ﹤0.01% 476
2023
Q4 		$7.24K Hold
500
– – ﹤0.01% 467
2023
Q3 		$4.09K Buy
+500
New +$5.05K ﹤0.01% 503

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

DHJJ Financial Advisors's RKT Position: Q1 2026 in Review

DHJJ Financial Advisors held its Rocket Companies (RKT) position steady in Q1 2026 at 3,668 shares worth $52.3K. The position accounts for 0.02% of the portfolio, ranked #388.

DHJJ Financial Advisors first reported a position in RKT in Q3 2023 and has held it in 11 quarters since. The position peaked at $71.1K in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • DHJJ Financial Advisors held 3,668 shares of Rocket Companies worth $52.3K as of Q1 2026.
  • DHJJ Financial Advisors left its Rocket Companies share count unchanged in Q1 2026.
  • Rocket Companies made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #388 holding.
  • DHJJ Financial Advisors first reported a position in Rocket Companies in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Rocket Companies position peaked at $71.1K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.