Nisa Investment Advisors
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Nisa Investment Advisors’s Rocket Companies RKT Stock Holding History

Nisa 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 		$520K Sell
36,512
-81,997
-69% -$1.49M ﹤0.01% 953
2025
Q4 		$2.29M Buy
118,509
+24,632
+26% +$440K 0.01% 597
2025
Q3 		$1.82M Buy
93,877
+54,027
+136% +$942K 0.01% 669
2025
Q2 		$565K Sell
39,850
-38,250
-49% -$496K ﹤0.01% 963
2025
Q1 		$1.01M Buy
78,100
+25,000
+47% +$323K 0.01% 815
2024
Q4 		$598K Hold
53,100
– – ﹤0.01% 1012
2024
Q3 		$1.02M Hold
53,100
– – 0.01% 848
2024
Q2 		$727K Sell
53,100
-8,100
-13% -$109K ﹤0.01% 960
2024
Q1 		$890K Hold
61,200
– – 0.01% 902
2023
Q4 		$886K Buy
+61,200
New +$586K 0.01% 883
2022
Q2 		– Sell
-27,510
Closed -$306K – 2491
2022
Q1 		$306K Buy
+27,510
New +$340K ﹤0.01% 1226
2021
Q4 		– Sell
-5,000
Closed -$80 – 2308
2021
Q3 		$80 Buy
5,000
+4,700
+1,567% +$82.1K ﹤0.01% 1796
2021
Q2 		$6 Sell
300
-11,400
-97% -$231K ﹤0.01% 2270
2021
Q1 		$270 Buy
+11,700
New +$262K ﹤0.01% 1382

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

Nisa Investment Advisors's RKT Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Rocket Companies (RKT) stake by 69% in Q1 2026, selling an estimated $1.49M and leaving 36,512 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Nisa Investment Advisors first reported a position in RKT in Q1 2021 and has held it in 14 quarters since. The position peaked at $2.29M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Nisa Investment Advisors held 36,512 shares of Rocket Companies worth $520K as of Q1 2026.
  • Nisa Investment Advisors sold 81,997 Rocket Companies shares in Q1 2026, an estimated $1.49M.
  • Rocket Companies made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #953 holding.
  • Nisa Investment Advisors first reported a position in Rocket Companies in Q1 2021 and has held it in 14 quarters since.
  • Nisa Investment Advisors's Rocket Companies position peaked at $2.29M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.