Private Advisory Group’s Rocket Companies RKT Stock Holding History

Private Advisory 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	$10.4M	Buy	729,871 +34,259	+5%	+$623K	0.68%	45
2025 Q4	$13.5M	Buy	695,612 +155,670	+29%	+$2.78M	1.06%	28
2025 Q3	$10.5M	Sell	539,942 -59,682	-10%	-$1.04M	0.86%	36
2025 Q2	$8.5M	Buy	+599,624	New	+$7.78M	0.77%	45

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 Advisory Group's RKT Position: Q1 2026 in Review

Private Advisory Group increased its Rocket Companies (RKT) stake by 4.9% in Q1 2026, buying an estimated $623K and bringing the position to 729,871 shares worth $10.4M. The position accounts for 0.68% of the portfolio, ranked #45.

Private Advisory Group first reported a position in RKT in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.5M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Private Advisory Group held 729,871 shares of Rocket Companies worth $10.4M as of Q1 2026.
Private Advisory Group bought 34,259 Rocket Companies shares in Q1 2026, an estimated $623K.
Rocket Companies made up 0.68% of Private Advisory Group's portfolio in Q1 2026, its #45 holding.
Private Advisory Group first reported a position in Rocket Companies in Q2 2025 and has held it in 4 quarters since.
Private Advisory Group's Rocket Companies position peaked at $13.5M in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.