Estate Planners Group’s Rocket Companies RKT Stock Holding History

Estate Planners Group’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	–	Sell	-7	Closed	-$136	–	343
2025 Q4	$136	Buy	+7	New	+$125	﹤0.01%	452

Other funds holding RKT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Estate Planners Group's RKT Position: Q1 2026 in Review

Estate Planners Group sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 7 shares — an estimated $136 sold.

Estate Planners Group first reported a position in RKT in Q4 2025 and held it in 1 quarter. The position peaked at $136 in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Estate Planners Group reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 7 Rocket Companies shares in Q1 2026, an estimated $136.
Estate Planners Group first reported a position in Rocket Companies in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Rocket Companies position peaked at $136 in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.