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Forum Financial Management’s Rocket Companies RKT Stock Holding History

Forum Financial Management’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
-32,956
Closed -$638K – 846
2025
Q4 		$638K Buy
+32,956
New +$589K 0.01% 378

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

Forum Financial Management's RKT Position: Q1 2026 in Review

Forum Financial Management sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 32,956 shares — an estimated $638K sold.

Forum Financial Management first reported a position in RKT in Q4 2025 and held it in 1 quarter. The position peaked at $638K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Forum Financial Management reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 32,956 Rocket Companies shares in Q1 2026, an estimated $638K.
  • Forum Financial Management first reported a position in Rocket Companies in Q4 2025 and held it in 1 quarter.
  • Forum Financial Management's Rocket Companies position peaked at $638K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.