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Kelleher Financial Advisors’s Rocket Companies RKT Stock Holding History

Kelleher Financial 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 		– Sell
-22,740
Closed -$440K – 702
2025
Q4 		$440K Buy
+22,740
New +$407K 0.1% 126
2025
Q3 		– Sell
-22,140
Closed -$314K – 657
2025
Q2 		$314K Buy
+22,140
New +$287K 0.11% 104

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

Kelleher Financial Advisors's RKT Position: Q1 2026 in Review

Kelleher Financial Advisors sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 22,740 shares — an estimated $440K sold.

Kelleher Financial Advisors first reported a position in RKT in Q2 2025 and held it in 2 quarters. The position peaked at $440K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Kelleher Financial Advisors reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 22,740 Rocket Companies shares in Q1 2026, an estimated $440K.
  • Kelleher Financial Advisors first reported a position in Rocket Companies in Q2 2025 and held it in 2 quarters.
  • Kelleher Financial Advisors's Rocket Companies position peaked at $440K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.