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Grey Fox Wealth Advisors’s Rocket Companies RKT Stock Holding History

Grey Fox Wealth 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
2025
Q4 		– Sell
-8
Closed -$155 – 497
2025
Q3 		$155 Buy
+8
New +$140 ﹤0.01% 632

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

Grey Fox Wealth Advisors's RKT Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Rocket Companies (RKT) in Q4 2025, closing a stake of 8 shares — an estimated $155 sold.

Grey Fox Wealth Advisors first reported a position in RKT in Q3 2025 and held it in 1 quarter. The position peaked at $155 in Q3 2025. 786 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Rocket Companies position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 8 Rocket Companies shares in Q4 2025, an estimated $155.
  • Grey Fox Wealth Advisors first reported a position in Rocket Companies in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Rocket Companies position peaked at $155 in Q3 2025.
  • 786 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.