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Hennessy Advisors Inc’s Rocket Companies RKT Stock Holding History

Hennessy Advisors Inc’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
-90,000
Closed -$1.74M – 300
2025
Q4 		$1.74M Sell
90,000
-30,000
-25% -$536K 0.06% 234
2025
Q3 		$2.33M Buy
120,000
+60,000
+100% +$1.05M 0.08% 220
2025
Q2 		$851K Buy
+60,000
New +$778K 0.03% 259

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

Hennessy Advisors Inc's RKT Position: Q1 2026 in Review

Hennessy Advisors Inc sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 90,000 shares — an estimated $1.74M sold.

Hennessy Advisors Inc first reported a position in RKT in Q2 2025 and held it in 3 quarters. The position peaked at $2.33M in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Hennessy Advisors Inc reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
  • Hennessy Advisors Inc sold 90,000 Rocket Companies shares in Q1 2026, an estimated $1.74M.
  • Hennessy Advisors Inc first reported a position in Rocket Companies in Q2 2025 and held it in 3 quarters.
  • Hennessy Advisors Inc's Rocket Companies position peaked at $2.33M in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Hennessy Advisors Inc's 13F filing for Q1 2026, filed 21 Apr 2026.