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Equitable Trust’s Rocket Companies RKT Stock Holding History

Equitable Trust’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 		$468K Buy
32,856
+5,970
+22% +$109K 0.02% 333
2025
Q4 		$521K Buy
26,886
+9,376
+54% +$168K 0.02% 312
2025
Q3 		$339K Buy
17,510
+79
+0.5% +$1.38K 0.02% 374
2025
Q2 		$247K Buy
+17,431
New +$226K 0.01% 405

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 Trust's RKT Position: Q1 2026 in Review

Equitable Trust increased its Rocket Companies (RKT) stake by 22% in Q1 2026, buying an estimated $109K and bringing the position to 32,856 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #333.

Equitable Trust first reported a position in RKT in Q2 2025 and has held it in 4 quarters since. The position peaked at $521K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Equitable Trust held 32,856 shares of Rocket Companies worth $468K as of Q1 2026.
  • Equitable Trust bought 5,970 Rocket Companies shares in Q1 2026, an estimated $109K.
  • Rocket Companies made up 0.02% of Equitable Trust's portfolio in Q1 2026, its #333 holding.
  • Equitable Trust first reported a position in Rocket Companies in Q2 2025 and has held it in 4 quarters since.
  • Equitable Trust's Rocket Companies position peaked at $521K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.