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Mount Yale Investment Advisors’s Rocket Companies RKT Stock Holding History

Mount Yale Investment 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 		$913K Buy
+64,105
New +$1.17M 0.02% 544
2025
Q3 		– Sell
-59
Closed -$837 – 1408
2025
Q2 		$837 Buy
+59
New +$765 ﹤0.01% 1395

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Mount Yale Investment Advisors's RKT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Rocket Companies (RKT) in Q1 2026: 64,105 shares worth $913K. The stake represents 0.02% of the portfolio and ranks #544 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in RKT as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in RKT in Q2 2025 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Mount Yale Investment Advisors held 64,105 shares of Rocket Companies worth $913K as of Q1 2026.
  • Rocket Companies was a new Mount Yale Investment Advisors position in Q1 2026.
  • Rocket Companies made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #544 holding.
  • Mount Yale Investment Advisors first reported a position in Rocket Companies in Q2 2025 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.