PWM
RKT icon

Perigon Wealth Management’s Rocket Companies RKT Stock Holding History

Perigon 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 		$1.05M Sell
73,552
-8,111
-10% -$148K 0.02% 518
2025
Q4 		$1.58M Buy
81,663
+4,716
+6% +$84.3K 0.03% 424
2025
Q3 		$1.49M Buy
+76,947
New +$1.34M 0.03% 411
2021
Q1 		– Sell
-7,415
Closed -$150K – 916
2020
Q4 		$150K Buy
+7,415
New +$156K 0.02% 461

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

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

Perigon Wealth Management reduced its Rocket Companies (RKT) stake by 9.9% in Q1 2026, selling an estimated $148K and leaving 73,552 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #518.

Perigon Wealth Management first reported a position in RKT in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.58M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Perigon Wealth Management held 73,552 shares of Rocket Companies worth $1.05M as of Q1 2026.
  • Perigon Wealth Management sold 8,111 Rocket Companies shares in Q1 2026, an estimated $148K.
  • Rocket Companies made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #518 holding.
  • Perigon Wealth Management first reported a position in Rocket Companies in Q4 2020 and has held it in 4 quarters since.
  • Perigon Wealth Management's Rocket Companies position peaked at $1.58M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.