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Philip James Wealth Mangement’s Rocket Companies RKT Stock Holding History

Philip James Wealth Mangement’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 		$10.6M Sell
744,381
-11,177
-1% -$203K 1.22% 15
2025
Q4 		$14.6M Buy
755,558
+3,435
+0.5% +$61.4K 1.69% 11
2025
Q3 		$14.6M Sell
752,123
-11,544
-2% -$201K 1.7% 10
2025
Q2 		$10.8M Sell
763,667
-2,530
-0.3% -$32.8K 1.38% 14
2025
Q1 		$9.25M Buy
766,197
+461,472
+151% +$5.95M 1.13% 16
2024
Q4 		$3.43M Sell
304,725
-50,216
-14% -$747K 0.44% 50
2024
Q3 		$6.81M Buy
+354,941
New +$6.23M 0.84% 28

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

Philip James Wealth Mangement's RKT Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Rocket Companies (RKT) stake by 1.5% in Q1 2026, selling an estimated $203K and leaving 744,381 shares worth $10.6M. The position accounts for 1.22% of the portfolio, ranked #15.

Philip James Wealth Mangement first reported a position in RKT in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.6M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Philip James Wealth Mangement held 744,381 shares of Rocket Companies worth $10.6M as of Q1 2026.
  • Philip James Wealth Mangement sold 11,177 Rocket Companies shares in Q1 2026, an estimated $203K.
  • Rocket Companies made up 1.22% of Philip James Wealth Mangement's portfolio in Q1 2026, its #15 holding.
  • Philip James Wealth Mangement first reported a position in Rocket Companies in Q3 2024 and has held it in 7 quarters since.
  • Philip James Wealth Mangement's Rocket Companies position peaked at $14.6M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.