PAG
RKT icon

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 		$45.9K Sell
8,500
-2,500
-23% -$45.5K ﹤0.01% 2584
2025
Q4 		$81.9K Buy
11,000
+2,300
+26% +$41.1K ﹤0.01% 2492
2025
Q3 		$74.1K Buy
+8,700
New +$152K ﹤0.01% 2433

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

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.