Jessup Wealth Management’s Rocket Companies RKT Stock Holding History

Jessup Wealth Management’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	-5,531	Closed	-$107K	–	290
2025 Q4	$107K	Buy	+5,531	New	+$98.9K	0.04%	109

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

Jessup Wealth Management's RKT Position: Q1 2026 in Review

Jessup Wealth Management sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 5,531 shares — an estimated $107K sold.

Jessup Wealth Management first reported a position in RKT in Q4 2025 and held it in 1 quarter. The position peaked at $107K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Jessup Wealth Management reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 5,531 Rocket Companies shares in Q1 2026, an estimated $107K.
Jessup Wealth Management first reported a position in Rocket Companies in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's Rocket Companies position peaked at $107K in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.