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Midwest Trust’s Rocket Companies RKT Stock Holding History

Midwest Trust’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 		$594K Buy
41,705
+289
+0.7% +$5.26K 0.01% 414
2025
Q4 		$802K Buy
+41,416
New +$741K 0.01% 358

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

Midwest Trust's RKT Position: Q1 2026 in Review

Midwest Trust increased its Rocket Companies (RKT) stake by 0.7% in Q1 2026, buying an estimated $5.26K and bringing the position to 41,705 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #414.

Midwest Trust first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $802K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Midwest Trust held 41,705 shares of Rocket Companies worth $594K as of Q1 2026.
  • Midwest Trust bought 289 Rocket Companies shares in Q1 2026, an estimated $5.26K.
  • Rocket Companies made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #414 holding.
  • Midwest Trust first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Midwest Trust's Rocket Companies position peaked at $802K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.