NewEdge Advisors’s Rocket Companies RKT Stock Holding History

NewEdge 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	$633K	Buy	44,434 +21,765	+96%	+$396K	﹤0.01%	1804
2025 Q4	$439K	Sell	22,669 -69,087	-75%	-$1.24M	﹤0.01%	2068
2025 Q3	$1.78M	Buy	91,756 +91,606	+61,071%	+$1.6M	0.01%	1082
2025 Q2	$2.13K	Hold	150	–	–	﹤0.01%	3610
2025 Q1	$1.81K	Hold	150	–	–	﹤0.01%	3531
2024 Q4	$1.69K	Hold	150	–	–	﹤0.01%	3478
2024 Q3	$2.88K	Buy	+150	New	+$2.63K	﹤0.01%	3315
2023 Q1	–	Sell	-537	Closed	-$3.76K	–	3994
2022 Q4	$3.76K	Buy	+537	New	+$3.92K	﹤0.01%	2680
2021 Q1	–	Sell	-22,610	Closed	-$457K	–	1100
2020 Q4	$457K	Buy	22,610 +700	+3%	+$14.8K	0.02%	644
2020 Q3	$437K	Buy	+21,910	New	+$511K	0.02%	612

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

NewEdge Advisors's RKT Position: Q1 2026 in Review

NewEdge Advisors increased its Rocket Companies (RKT) stake by 96% in Q1 2026, buying an estimated $396K and bringing the position to 44,434 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

NewEdge Advisors first reported a position in RKT in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.78M in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

NewEdge Advisors held 44,434 shares of Rocket Companies worth $633K as of Q1 2026.
NewEdge Advisors bought 21,765 Rocket Companies shares in Q1 2026, an estimated $396K.
Rocket Companies made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1804 holding.
NewEdge Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 10 quarters since.
NewEdge Advisors's Rocket Companies position peaked at $1.78M in Q3 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.