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Marshall & Sterling Wealth Advisors’s Rocket Companies RKT Stock Holding History

Marshall & Sterling Wealth 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 		$11.3K Hold
792
– – 0.01% 230
2025
Q4 		$15.3K Hold
792
– – 0.01% 209
2025
Q3 		$15.3K Buy
+792
New +$13.8K 0.01% 297

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

Marshall & Sterling Wealth Advisors's RKT Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors held its Rocket Companies (RKT) position steady in Q1 2026 at 792 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #230.

Marshall & Sterling Wealth Advisors first reported a position in RKT in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.3K in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Marshall & Sterling Wealth Advisors held 792 shares of Rocket Companies worth $11.3K as of Q1 2026.
  • Marshall & Sterling Wealth Advisors left its Rocket Companies share count unchanged in Q1 2026.
  • Rocket Companies made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #230 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Rocket Companies in Q3 2025 and has held it in 3 quarters since.
  • Marshall & Sterling Wealth Advisors's Rocket Companies position peaked at $15.3K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.