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Knollwood Investment Advisory’s Rocket Companies RKT Stock Holding History

Knollwood Investment Advisory’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 		$145K Hold
10,208
– – 0.01% 302
2025
Q4 		$198K Buy
+10,208
New +$183K 0.02% 318

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Knollwood Investment Advisory's RKT Position: Q1 2026 in Review

Knollwood Investment Advisory held its Rocket Companies (RKT) position steady in Q1 2026 at 10,208 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #302.

Knollwood Investment Advisory first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $198K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Knollwood Investment Advisory held 10,208 shares of Rocket Companies worth $145K as of Q1 2026.
  • Knollwood Investment Advisory left its Rocket Companies share count unchanged in Q1 2026.
  • Rocket Companies made up 0.01% of Knollwood Investment Advisory's portfolio in Q1 2026, its #302 holding.
  • Knollwood Investment Advisory first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Knollwood Investment Advisory's Rocket Companies position peaked at $198K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.