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HFM Investment Advisors’s Rocket Companies RKT Stock Holding History

HFM Investment 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
2026
Q1 		$29 Buy
2
+1
+100% +$18 ﹤0.01% 1188
2025
Q4 		$20 Hold
1
– – ﹤0.01% 1260
2025
Q3 		$19 Hold
1
– – ﹤0.01% 1257
2025
Q2 		$14 Buy
+1
New +$13 ﹤0.01% 1277

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

HFM Investment Advisors's RKT Position: Q1 2026 in Review

HFM Investment Advisors increased its Rocket Companies (RKT) stake by 100% in Q1 2026, buying an estimated $18 and bringing the position to 2 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

HFM Investment Advisors first reported a position in RKT in Q2 2025 and has held it in 4 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • HFM Investment Advisors held 2 shares of Rocket Companies worth $29 as of Q1 2026.
  • HFM Investment Advisors bought 1 Rocket Companies share in Q1 2026, an estimated $18.
  • Rocket Companies made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1188 holding.
  • HFM Investment Advisors first reported a position in Rocket Companies in Q2 2025 and has held it in 4 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.