Journey Strategic Wealth’s Rocket Companies RKT Stock Holding History

Journey Strategic Wealth’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	-10,022	Closed	-$194K	–	872
2025 Q4	$194K	Buy	+10,022	New	+$179K	0.01%	730

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

Journey Strategic Wealth's RKT Position: Q1 2026 in Review

Journey Strategic Wealth sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 10,022 shares — an estimated $194K sold.

Journey Strategic Wealth first reported a position in RKT in Q4 2025 and held it in 1 quarter. The position peaked at $194K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Journey Strategic Wealth reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
Journey Strategic Wealth sold 10,022 Rocket Companies shares in Q1 2026, an estimated $194K.
Journey Strategic Wealth first reported a position in Rocket Companies in Q4 2025 and held it in 1 quarter.
Journey Strategic Wealth's Rocket Companies position peaked at $194K in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.