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Rialto Wealth Management’s Rocket Companies RKT Stock Holding History

Rialto Wealth Management’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 		$642 Sell
45
-35
-44% -$637 ﹤0.01% 1272
2025
Q4 		$1.55K Buy
80
+44
+122% +$787 ﹤0.01% 847
2025
Q3 		$698 Buy
36
+35
+3,500% +$610 ﹤0.01% 1078
2025
Q2 		$15 Buy
+1
New +$13 ﹤0.01% 1696

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

Rialto Wealth Management's RKT Position: Q1 2026 in Review

Rialto Wealth Management reduced its Rocket Companies (RKT) stake by 44% in Q1 2026, selling an estimated $637 and leaving 45 shares worth $642. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Rialto Wealth Management first reported a position in RKT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.55K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Rialto Wealth Management held 45 shares of Rocket Companies worth $642 as of Q1 2026.
  • Rialto Wealth Management sold 35 Rocket Companies shares in Q1 2026, an estimated $637.
  • Rocket Companies made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1272 holding.
  • Rialto Wealth Management first reported a position in Rocket Companies in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Rocket Companies position peaked at $1.55K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.