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Donor Advised Charitable Giving’s Rocket Companies RKT Stock Holding History

Donor Advised Charitable Giving’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 		$398K Hold
27,951
– – 0.01% 23
2025
Q4 		$541K Buy
+27,951
New +$500K 0.01% 26

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

Donor Advised Charitable Giving's RKT Position: Q1 2026 in Review

Donor Advised Charitable Giving held its Rocket Companies (RKT) position steady in Q1 2026 at 27,951 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #23.

Donor Advised Charitable Giving first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $541K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Donor Advised Charitable Giving held 27,951 shares of Rocket Companies worth $398K as of Q1 2026.
  • Donor Advised Charitable Giving left its Rocket Companies share count unchanged in Q1 2026.
  • Rocket Companies made up 0.01% of Donor Advised Charitable Giving's portfolio in Q1 2026, its #23 holding.
  • Donor Advised Charitable Giving first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Donor Advised Charitable Giving's Rocket Companies position peaked at $541K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2026, filed 21 Apr 2026.