NW
RKT icon

NewEdge Wealth’s Rocket Companies RKT Stock Holding History

NewEdge Wealth’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 		$206K Buy
14,457
+1,253
+9% +$22.8K ﹤0.01% 1083
2025
Q4 		$256K Buy
13,204
+707
+6% +$12.6K ﹤0.01% 1081
2025
Q3 		$204K Buy
+12,497
New +$218K ﹤0.01% 988

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

NewEdge Wealth's RKT Position: Q1 2026 in Review

NewEdge Wealth increased its Rocket Companies (RKT) stake by 9.5% in Q1 2026, buying an estimated $22.8K and bringing the position to 14,457 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

NewEdge Wealth first reported a position in RKT in Q3 2025 and has held it in 3 quarters since. The position peaked at $256K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • NewEdge Wealth held 14,457 shares of Rocket Companies worth $206K as of Q1 2026.
  • NewEdge Wealth bought 1,253 Rocket Companies shares in Q1 2026, an estimated $22.8K.
  • Rocket Companies made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1083 holding.
  • NewEdge Wealth first reported a position in Rocket Companies in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Wealth's Rocket Companies position peaked at $256K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

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