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Global Retirement Partners’s Rocket Companies RKT Stock Holding History

Global Retirement Partners’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
2025
Q3 		– Sell
-1,500
Closed -$690 – 4000
2025
Q2 		$690 Buy
+1,500
New +$19.5K ﹤0.01% 3523
2024
Q4 		$78 Buy
+300
New +$4.46K ﹤0.01% 3559

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's RKT Position: Q4 2025 in Review

Global Retirement Partners increased its Rocket Companies (RKT) stake by 7.5% in Q4 2025, buying an estimated $99.5K and bringing the position to 79,659 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #515.

Global Retirement Partners first reported a position in RKT in Q3 2020 and has held it in 20 quarters since. 786 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

  • Global Retirement Partners held 79,659 shares of Rocket Companies worth $1.54M as of Q4 2025.
  • Global Retirement Partners bought 5,565 Rocket Companies shares in Q4 2025, an estimated $99.5K.
  • Rocket Companies made up 0.03% of Global Retirement Partners's portfolio in Q4 2025, its #515 holding.
  • Global Retirement Partners first reported a position in Rocket Companies in Q3 2020 and has held it in 20 quarters since.
  • 786 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.