RWPA
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Richard W. Paul & Associates’s Rocket Companies RKT Stock Holding History

Richard W. Paul & Associates’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
Q1 		– Sell
-20
Closed -$225 – 476
2024
Q4 		$225 Hold
20
– – ﹤0.01% 498
2024
Q3 		$384 Hold
20
– – ﹤0.01% 482
2024
Q2 		$274 Hold
20
– – ﹤0.01% 478
2024
Q1 		$291 Hold
20
– – ﹤0.01% 492
2023
Q4 		$290 Hold
20
– – ﹤0.01% 477
2023
Q3 		$164 Hold
20
– – ﹤0.01% 491
2023
Q2 		$179 Hold
20
– – ﹤0.01% 518
2023
Q1 		$181 Hold
20
– – ﹤0.01% 531
2022
Q4 		$140 Buy
+20
New +$146 ﹤0.01% 526

Other funds holding RKT

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return