Focus Partners Wealth
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Focus Partners Wealth’s Rocket Companies RKT Stock Holding History

Focus Partners Wealth’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 		$1.19M Buy
83,464
+28,268
+51% +$514K ﹤0.01% 1543
2025
Q4 		$1.07M Buy
+55,196
New +$987K ﹤0.01% 1613

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

Focus Partners Wealth's RKT Position: Q1 2026 in Review

Focus Partners Wealth increased its Rocket Companies (RKT) stake by 51% in Q1 2026, buying an estimated $514K and bringing the position to 83,464 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Focus Partners Wealth first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Focus Partners Wealth held 83,464 shares of Rocket Companies worth $1.19M as of Q1 2026.
  • Focus Partners Wealth bought 28,268 Rocket Companies shares in Q1 2026, an estimated $514K.
  • Rocket Companies made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1543 holding.
  • Focus Partners Wealth first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.