Modern Wealth Management’s Rocket Companies RKT Stock Holding History

Modern 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
2026 Q1	–	Sell	-13,268	Closed	-$257K	–	933
2025 Q4	$257K	Buy	+13,268	New	+$237K	﹤0.01%	734

Other funds holding RKT

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Modern Wealth Management's RKT Position: Q1 2026 in Review

Modern Wealth Management sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 13,268 shares — an estimated $257K sold.

Modern Wealth Management first reported a position in RKT in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Modern Wealth Management reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 13,268 Rocket Companies shares in Q1 2026, an estimated $257K.
Modern Wealth Management first reported a position in Rocket Companies in Q4 2025 and held it in 1 quarter.
Modern Wealth Management's Rocket Companies position peaked at $257K in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.