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Medallion Wealth Advisors’s Rocket Companies RKT Stock Holding History

Medallion 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 		– Sell
-484
Closed -$9.37K – 1146
2025
Q4 		$9.37K Hold
484
– – ﹤0.01% 755
2025
Q3 		$9.38K Buy
+484
New +$8.44K ﹤0.01% 755

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

Medallion Wealth Advisors's RKT Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 484 shares — an estimated $9.37K sold.

Medallion Wealth Advisors first reported a position in RKT in Q3 2025 and held it in 2 quarters. The position peaked at $9.38K in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 484 Rocket Companies shares in Q1 2026, an estimated $9.37K.
  • Medallion Wealth Advisors first reported a position in Rocket Companies in Q3 2025 and held it in 2 quarters.
  • Medallion Wealth Advisors's Rocket Companies position peaked at $9.38K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.