Keebeck Wealth Management’s Rocket Companies RKT Stock Holding History

Keebeck 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	$290K	Sell	20,341 -14,934	-42%	-$272K	0.03%	331
2025 Q4	$683K	Sell	35,275 -4,375	-11%	-$78.2K	0.08%	180
2025 Q3	$768K	Sell	39,650 -11,609	-23%	-$202K	0.09%	164
2025 Q2	$727K	Sell	51,259 -11,041	-18%	-$143K	0.1%	156
2025 Q1	$752K	Hold	62,300	–	–	0.11%	145
2024 Q4	$701K	Hold	62,300	–	–	0.1%	145
2024 Q3	$1.2M	Sell	62,300 -15,000	-19%	-$263K	0.17%	121
2024 Q2	$1.06M	Hold	77,300	–	–	0.16%	130
2024 Q1	$1.12M	Sell	77,300 -5,800	-7%	-$72K	0.17%	132
2023 Q4	$1.2M	Buy	83,100 +1,100	+1%	+$10.5K	0.2%	120
2023 Q3	$671K	Hold	82,000	–	–	0.12%	144
2023 Q2	$735K	Sell	82,000 -1,000	-1%	-$8.7K	0.1%	146
2023 Q1	$752K	Buy	83,000 +43,000	+108%	+$371K	0.12%	130
2022 Q4	$280K	Buy	+40,000	New	+$292K	0.05%	204

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

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

Keebeck Wealth Management reduced its Rocket Companies (RKT) stake by 42% in Q1 2026, selling an estimated $272K and leaving 20,341 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #331.

Keebeck Wealth Management first reported a position in RKT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2023. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Keebeck Wealth Management held 20,341 shares of Rocket Companies worth $290K as of Q1 2026.
Keebeck Wealth Management sold 14,934 Rocket Companies shares in Q1 2026, an estimated $272K.
Rocket Companies made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #331 holding.
Keebeck Wealth Management first reported a position in Rocket Companies in Q4 2022 and has held it in 14 quarters since.
Keebeck Wealth Management's Rocket Companies position peaked at $1.2M in Q4 2023.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.