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Principia Wealth Advisory’s Rocket Companies RKT Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$910 Buy
+47
New +$840 ﹤0.01% 700

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principia Wealth Advisory's RKT Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Rocket Companies (RKT) in Q4 2025: 47 shares worth $910. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings.

786 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

  • Principia Wealth Advisory held 47 shares of Rocket Companies worth $910 as of Q4 2025.
  • Rocket Companies was a new Principia Wealth Advisory position in Q4 2025.
  • Rocket Companies made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #700 holding.
  • 786 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.