LBWM
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Left Brain Wealth Management’s Rocket Companies RKT Stock Holding History

Left Brain 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
2025
Q4 		– Sell
-21,000
Closed -$407K – 103
2025
Q3 		$407K Buy
21,000
+11,000
+110% +$192K 0.13% 82
2025
Q2 		$142K Buy
+10,000
New +$130K 0.05% 95

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Left Brain Wealth Management's RKT Position: Q4 2025 in Review

Left Brain Wealth Management sold out of Rocket Companies (RKT) in Q4 2025, closing a stake of 21,000 shares — an estimated $407K sold.

Left Brain Wealth Management first reported a position in RKT in Q2 2025 and held it in 2 quarters. The position peaked at $407K in Q3 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

  • Left Brain Wealth Management reported no remaining Rocket Companies position as of Q4 2025 after selling out during the quarter.
  • Left Brain Wealth Management sold 21,000 Rocket Companies shares in Q4 2025, an estimated $407K.
  • Left Brain Wealth Management first reported a position in Rocket Companies in Q2 2025 and held it in 2 quarters.
  • Left Brain Wealth Management's Rocket Companies position peaked at $407K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on Left Brain Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.