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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Richard W. Paul & Associates's RKT Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Rocket Companies (RKT) in Q1 2025, closing a stake of 20 shares — an estimated $225 sold.

Richard W. Paul & Associates first reported a position in RKT in Q4 2022 and held it in 9 quarters. The position peaked at $384 in Q3 2024. 308 funds tracked by Wall St. Rank hold RKT as of Q1 2025.

Richard W. Paul & Associates reported no remaining Rocket Companies position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 20 Rocket Companies shares in Q1 2025, an estimated $225.
Richard W. Paul & Associates first reported a position in Rocket Companies in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's Rocket Companies position peaked at $384 in Q3 2024.
308 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.