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MorganRosel Wealth Management’s Rocket Companies RKT Stock Holding History

MorganRosel 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 		$504K Sell
35,351
-25,725
-42% -$468K 0.2% 76
2025
Q4 		$1.18M Buy
+61,076
New +$1.09M 0.3% 53

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

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

MorganRosel Wealth Management reduced its Rocket Companies (RKT) stake by 42% in Q1 2026, selling an estimated $468K and leaving 35,351 shares worth $504K. The position accounts for 0.2% of the portfolio, ranked #76.

MorganRosel Wealth Management first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.18M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • MorganRosel Wealth Management held 35,351 shares of Rocket Companies worth $504K as of Q1 2026.
  • MorganRosel Wealth Management sold 25,725 Rocket Companies shares in Q1 2026, an estimated $468K.
  • Rocket Companies made up 0.2% of MorganRosel Wealth Management's portfolio in Q1 2026, its #76 holding.
  • MorganRosel Wealth Management first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • MorganRosel Wealth Management's Rocket Companies position peaked at $1.18M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.