Mercer Global Advisors
RKT icon

Mercer Global Advisors’s Rocket Companies RKT Stock Holding History

Mercer Global 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 		$4.84M Buy
339,426
+1,087
+0.3% +$19.8K 0.01% 774
2025
Q4 		$6.55M Buy
338,339
+117,267
+53% +$2.1M 0.01% 624
2025
Q3 		$4.28M Sell
221,072
-1,093
-0.5% -$19.1K 0.01% 728
2025
Q2 		$3.15M Buy
222,165
+133,687
+151% +$1.73M 0.01% 719
2025
Q1 		$1.07M Sell
88,478
-120,191
-58% -$1.55M ﹤0.01% 1108
2024
Q4 		$2.35M Sell
208,669
-32,059
-13% -$477K 0.01% 770
2024
Q3 		$4.64M Buy
240,728
+14,680
+6% +$258K 0.01% 518
2024
Q2 		$3.24M Sell
226,048
-165
-0.1% -$2.23K 0.01% 561
2024
Q1 		$3.29M Sell
226,213
-247,499
-52% -$3.07M 0.01% 576
2023
Q4 		$6.86M Sell
473,712
-103,417
-18% -$990K 0.02% 385
2023
Q3 		$4.72M Sell
577,129
-210,212
-27% -$2.13M 0.02% 454
2023
Q2 		$7.05M Buy
787,341
+84,723
+12% +$737K 0.03% 365
2023
Q1 		$6.37M Sell
702,618
-28,045
-4% -$242K 0.03% 372
2022
Q4 		$5.12M Buy
730,663
+340,646
+87% +$2.49M 0.03% 423
2022
Q3 		$2.46M Buy
390,017
+147,682
+61% +$1.28M 0.01% 578
2022
Q2 		$1.78M Buy
242,335
+18,013
+8% +$156K 0.01% 641
2022
Q1 		$2.49M Buy
224,322
+114,203
+104% +$1.41M 0.01% 588
2021
Q4 		$1.54M Buy
110,119
+82,994
+306% +$1.32M 0.01% 717
2021
Q3 		$435K Buy
+27,125
New +$474K ﹤0.01% 1239

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

Mercer Global Advisors's RKT Position: Q1 2026 in Review

Mercer Global Advisors increased its Rocket Companies (RKT) stake by 0.32% in Q1 2026, buying an estimated $19.8K and bringing the position to 339,426 shares worth $4.84M. The position accounts for 0.01% of the portfolio, ranked #774.

Mercer Global Advisors first reported a position in RKT in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.05M in Q2 2023. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Mercer Global Advisors held 339,426 shares of Rocket Companies worth $4.84M as of Q1 2026.
  • Mercer Global Advisors bought 1,087 Rocket Companies shares in Q1 2026, an estimated $19.8K.
  • Rocket Companies made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #774 holding.
  • Mercer Global Advisors first reported a position in Rocket Companies in Q3 2021 and has held it in 19 quarters since.
  • Mercer Global Advisors's Rocket Companies position peaked at $7.05M in Q2 2023.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.