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EverSource Wealth Advisors’s Rocket Companies RKT Stock Holding History

EverSource Wealth 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 		$426K Buy
29,872
+11,394
+62% +$207K 0.01% 673
2025
Q4 		$358K Buy
18,478
+16,317
+755% +$292K 0.01% 680
2025
Q3 		$41.9K Buy
2,161
+1,329
+160% +$23.2K ﹤0.01% 1831
2025
Q2 		$11.8K Sell
832
-322
-28% -$4.18K ﹤0.01% 2697
2025
Q1 		$13.9K Sell
1,154
-65
-5% -$839 ﹤0.01% 1907
2024
Q4 		$13.7K Buy
1,219
+1,191
+4,254% +$17.7K ﹤0.01% 1840
2024
Q3 		$537 Hold
28
– – ﹤0.01% 2859
2024
Q2 		$453 Buy
28
+17
+155% +$230 ﹤0.01% 2915
2024
Q1 		$135 Buy
+11
New +$137 ﹤0.01% 2815
2022
Q1 		– Sell
-120
Closed -$2K – 1824
2021
Q4 		$2K Buy
+120
New +$1.91K ﹤0.01% 1610

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

EverSource Wealth Advisors's RKT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Rocket Companies (RKT) stake by 62% in Q1 2026, buying an estimated $207K and bringing the position to 29,872 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #673.

EverSource Wealth Advisors first reported a position in RKT in Q4 2021 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • EverSource Wealth Advisors held 29,872 shares of Rocket Companies worth $426K as of Q1 2026.
  • EverSource Wealth Advisors bought 11,394 Rocket Companies shares in Q1 2026, an estimated $207K.
  • Rocket Companies made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #673 holding.
  • EverSource Wealth Advisors first reported a position in Rocket Companies in Q4 2021 and has held it in 10 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.