LFG
RKT icon

Larson Financial Group’s Rocket Companies RKT Stock Holding History

Larson Financial Group’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 		$11.8K Sell
831
-3,325
-80% -$60.5K ﹤0.01% 2131
2025
Q4 		$80.5K Buy
4,156
+252
+6% +$4.51K ﹤0.01% 1013
2025
Q3 		$75.7K Buy
3,904
+3,496
+857% +$61K ﹤0.01% 1004
2025
Q2 		$5.79K Buy
408
+401
+5,729% +$5.2K ﹤0.01% 2027
2025
Q1 		$84 Sell
7
-91
-93% -$1.17K ﹤0.01% 2945
2024
Q4 		$1.1K Buy
98
+61
+165% +$908 ﹤0.01% 2023
2024
Q3 		$710 Buy
+37
New +$649 ﹤0.01% 2058
2024
Q2 		– Sell
-306
Closed -$4.45K – 2486
2024
Q1 		$4.45K Buy
306
+106
+53% +$1.31K ﹤0.01% 1221
2023
Q4 		$2.9K Sell
200
-100
-33% -$958 ﹤0.01% 1297
2023
Q3 		$2.45K Buy
300
+100
+50% +$1.01K ﹤0.01% 1326
2023
Q2 		$1.79K Hold
200
– – ﹤0.01% 1285
2023
Q1 		$1.81K Hold
200
– – ﹤0.01% 1256
2022
Q4 		$1.4K Hold
200
– – ﹤0.01% 1246
2022
Q3 		$1K Hold
200
– – ﹤0.01% 1236
2022
Q2 		$1K Buy
200
+196
+4,900% +$1.69K ﹤0.01% 1136
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1141
2021
Q4 		$0 Buy
+4
New +$64 ﹤0.01% 1156

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

Larson Financial Group's RKT Position: Q1 2026 in Review

Larson Financial Group reduced its Rocket Companies (RKT) stake by 80% in Q1 2026, selling an estimated $60.5K and leaving 831 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Larson Financial Group first reported a position in RKT in Q4 2021 and has held it in 17 quarters since. The position peaked at $80.5K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Larson Financial Group held 831 shares of Rocket Companies worth $11.8K as of Q1 2026.
  • Larson Financial Group sold 3,325 Rocket Companies shares in Q1 2026, an estimated $60.5K.
  • Rocket Companies made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2131 holding.
  • Larson Financial Group first reported a position in Rocket Companies in Q4 2021 and has held it in 17 quarters since.
  • Larson Financial Group's Rocket Companies position peaked at $80.5K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.