LJAC
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L.J. Altfest & Co’s Rocket Companies RKT Stock Holding History

L.J. Altfest & Co’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 		$463K Sell
32,457
-32,642
-50% -$594K 0.05% 229
2025
Q4 		$1.26M Sell
65,099
-15,271
-19% -$273K 0.14% 117
2025
Q3 		$1.56M Buy
80,370
+10,350
+15% +$180K 0.17% 93
2025
Q2 		$993K Buy
70,020
+29,159
+71% +$378K 0.12% 122
2025
Q1 		$493K Buy
+40,861
New +$527K 0.06% 219

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

L.J. Altfest & Co's RKT Position: Q1 2026 in Review

L.J. Altfest & Co reduced its Rocket Companies (RKT) stake by 50% in Q1 2026, selling an estimated $594K and leaving 32,457 shares worth $463K. The position accounts for 0.05% of the portfolio, ranked #229.

L.J. Altfest & Co first reported a position in RKT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.56M in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • L.J. Altfest & Co held 32,457 shares of Rocket Companies worth $463K as of Q1 2026.
  • L.J. Altfest & Co sold 32,642 Rocket Companies shares in Q1 2026, an estimated $594K.
  • Rocket Companies made up 0.05% of L.J. Altfest & Co's portfolio in Q1 2026, its #229 holding.
  • L.J. Altfest & Co first reported a position in Rocket Companies in Q1 2025 and has held it in 5 quarters since.
  • L.J. Altfest & Co's Rocket Companies position peaked at $1.56M in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.