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Fortis Capital Advisors’s Rocket Companies RKT Stock Holding History

Fortis Capital 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 		– Sell
-46,184
Closed -$894K – 415
2025
Q4 		$894K Buy
46,184
+13,043
+39% +$233K 0.13% 142
2025
Q3 		$642K Buy
+33,141
New +$578K 0.1% 160

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VH
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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

Fortis Capital Advisors's RKT Position: Q1 2026 in Review

Fortis Capital Advisors sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 46,184 shares — an estimated $894K sold.

Fortis Capital Advisors first reported a position in RKT in Q3 2025 and held it in 2 quarters. The position peaked at $894K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Fortis Capital Advisors reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
  • Fortis Capital Advisors sold 46,184 Rocket Companies shares in Q1 2026, an estimated $894K.
  • Fortis Capital Advisors first reported a position in Rocket Companies in Q3 2025 and held it in 2 quarters.
  • Fortis Capital Advisors's Rocket Companies position peaked at $894K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.