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Fourth Dimension Wealth’s Rocket Companies RKT Stock Holding History

Fourth Dimension 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 		$57 Hold
4
– – ﹤0.01% 589
2025
Q4 		$77 Hold
4
– – ﹤0.01% 600
2025
Q3 		$78 Hold
4
– – ﹤0.01% 584
2025
Q2 		$57 Hold
4
– – ﹤0.01% 598
2025
Q1 		$48 Sell
4
-200
-98% -$2.58K ﹤0.01% 619
2024
Q4 		$2.3K Buy
+204
New +$3.04K ﹤0.01% 543

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

Fourth Dimension Wealth's RKT Position: Q1 2026 in Review

Fourth Dimension Wealth held its Rocket Companies (RKT) position steady in Q1 2026 at 4 shares worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Fourth Dimension Wealth first reported a position in RKT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.3K in Q4 2024. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Fourth Dimension Wealth held 4 shares of Rocket Companies worth $57 as of Q1 2026.
  • Fourth Dimension Wealth left its Rocket Companies share count unchanged in Q1 2026.
  • Rocket Companies made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #589 holding.
  • Fourth Dimension Wealth first reported a position in Rocket Companies in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Rocket Companies position peaked at $2.3K in Q4 2024.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.