GoalVest Advisory’s Rocket Companies RKT Stock Holding History

GoalVest Advisory’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	-314	Closed	-$6.08K	–	533
2025 Q4	$6.08K	Buy	+314	New	+$5.61K	﹤0.01%	457

Other funds holding RKT

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

GoalVest Advisory's RKT Position: Q1 2026 in Review

GoalVest Advisory sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 314 shares — an estimated $6.08K sold.

GoalVest Advisory first reported a position in RKT in Q4 2025 and held it in 1 quarter. The position peaked at $6.08K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

GoalVest Advisory reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 314 Rocket Companies shares in Q1 2026, an estimated $6.08K.
GoalVest Advisory first reported a position in Rocket Companies in Q4 2025 and held it in 1 quarter.
GoalVest Advisory's Rocket Companies position peaked at $6.08K in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.