Insigneo Advisory Services’s Rocket Companies RKT Stock Holding History

Insigneo Advisory Services’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	$173K	Sell	12,137 -1,125	-8%	-$20.5K	0.01%	659
2025 Q4	$257K	Buy	+13,262	New	+$237K	0.02%	564

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 $2.9T AUM 29.55% 1-Year Est. Return

CLG

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

Insigneo Advisory Services's RKT Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Rocket Companies (RKT) stake by 8.5% in Q1 2026, selling an estimated $20.5K and leaving 12,137 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #659.

Insigneo Advisory Services first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $257K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Insigneo Advisory Services held 12,137 shares of Rocket Companies worth $173K as of Q1 2026.
Insigneo Advisory Services sold 1,125 Rocket Companies shares in Q1 2026, an estimated $20.5K.
Rocket Companies made up 0.01% of Insigneo Advisory Services's portfolio in Q1 2026, its #659 holding.
Insigneo Advisory Services first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
Insigneo Advisory Services's Rocket Companies position peaked at $257K in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.