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Equitable Holdings’s Rocket Companies RKT Stock Holding History

Equitable Holdings’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 		$1.49M Buy
77,084
+6,732
+10% +$122K 0.01% 842
2025
Q4 		$1.36M Buy
70,352
+28,597
+68% +$511K 0.01% 766
2025
Q3 		$809K Buy
41,755
+16,578
+66% +$289K 0.01% 900
2025
Q2 		$357K Buy
25,177
+9,032
+56% +$117K ﹤0.01% 1123
2025
Q1 		$195K Sell
16,145
-4,475
-22% -$57.7K ﹤0.01% 1265
2024
Q4 		$232K Sell
20,620
-375
-2% -$5.58K ﹤0.01% 1149
2024
Q3 		$403K Buy
+20,995
New +$368K ﹤0.01% 936

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

Equitable Holdings's RKT Position: Q1 2026 in Review

Equitable Holdings increased its Rocket Companies (RKT) stake by 9.6% in Q1 2026, buying an estimated $122K and bringing the position to 77,084 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #842.

Equitable Holdings first reported a position in RKT in Q3 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Equitable Holdings held 77,084 shares of Rocket Companies worth $1.49M as of Q1 2026.
  • Equitable Holdings bought 6,732 Rocket Companies shares in Q1 2026, an estimated $122K.
  • Rocket Companies made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #842 holding.
  • Equitable Holdings first reported a position in Rocket Companies in Q3 2024 and has held it in 7 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.