HIA
RKT icon

Harbor Investment Advisory’s Rocket Companies RKT Stock Holding History

Harbor Investment 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
2025
Q4 		– Sell
-396
Closed -$7.67K – 1264
2025
Q3 		$7.67K Buy
+396
New +$6.91K ﹤0.01% 946
2021
Q2 		– Sell
-200
Closed -$5K – 1300
2021
Q1 		$5K Buy
+200
New +$4.47K ﹤0.01% 1076

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Harbor Investment Advisory's RKT Position: Q4 2025 in Review

Harbor Investment Advisory sold out of Rocket Companies (RKT) in Q4 2025, closing a stake of 396 shares — an estimated $7.67K sold.

Harbor Investment Advisory first reported a position in RKT in Q1 2021 and held it in 2 quarters. The position peaked at $7.67K in Q3 2025. 786 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

  • Harbor Investment Advisory reported no remaining Rocket Companies position as of Q4 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 396 Rocket Companies shares in Q4 2025, an estimated $7.67K.
  • Harbor Investment Advisory first reported a position in Rocket Companies in Q1 2021 and held it in 2 quarters.
  • Harbor Investment Advisory's Rocket Companies position peaked at $7.67K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on Harbor Investment Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.