Private Advisor Group’s Rocket Companies RKT Stock Holding History

Private Advisor Group’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	$3.07M	Buy	215,185 +2,053	+1%	+$37.4K	0.01%	844
2025 Q4	$4.13M	Buy	213,132 +180,764	+558%	+$3.23M	0.02%	705
2025 Q3	$627K	Buy	+32,368	New	+$564K	﹤0.01%	1648
2024 Q4	–	Sell	-14,798	Closed	-$284K	–	2469
2024 Q3	$284K	Buy	14,798 +3,129	+27%	+$54.9K	﹤0.01%	1986
2024 Q2	$160K	Sell	11,669 -1,134	-9%	-$15.3K	﹤0.01%	2185
2024 Q1	$186K	Sell	12,803 -9,115	-42%	-$113K	﹤0.01%	2128
2023 Q4	$317K	Buy	+21,918	New	+$210K	﹤0.01%	1746
2022 Q2	–	Sell	-10,924	Closed	-$121K	–	2228
2022 Q1	$121K	Buy	10,924 +788	+8%	+$9.75K	﹤0.01%	1973
2021 Q4	$142K	Buy	+10,136	New	+$161K	﹤0.01%	1984
2021 Q2	–	Sell	-12,548	Closed	-$290K	–	2033
2021 Q1	$290K	Sell	12,548 -19,118	-60%	-$427K	﹤0.01%	1558
2020 Q4	$640K	Buy	31,666 +16,210	+105%	+$342K	0.01%	1107
2020 Q3	$308K	Buy	+15,456	New	+$360K	﹤0.01%	1243

Other funds holding RKT

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Private Advisor Group's RKT Position: Q1 2026 in Review

Private Advisor Group increased its Rocket Companies (RKT) stake by 0.96% in Q1 2026, buying an estimated $37.4K and bringing the position to 215,185 shares worth $3.07M. The position accounts for 0.01% of the portfolio, ranked #844.

Private Advisor Group first reported a position in RKT in Q3 2020 and has held it in 12 quarters since. The position peaked at $4.13M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Private Advisor Group held 215,185 shares of Rocket Companies worth $3.07M as of Q1 2026.
Private Advisor Group bought 2,053 Rocket Companies shares in Q1 2026, an estimated $37.4K.
Rocket Companies made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #844 holding.
Private Advisor Group first reported a position in Rocket Companies in Q3 2020 and has held it in 12 quarters since.
Private Advisor Group's Rocket Companies position peaked at $4.13M in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.