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Ritholtz Wealth Management’s Rocket Companies RKT Stock Holding History

Ritholtz 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 		$295K Buy
20,736
+2,010
+11% +$36.6K 0.01% 983
2025
Q4 		$363K Buy
+18,726
New +$335K 0.01% 821

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

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

Ritholtz Wealth Management increased its Rocket Companies (RKT) stake by 11% in Q1 2026, buying an estimated $36.6K and bringing the position to 20,736 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #983.

Ritholtz Wealth Management first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $363K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Ritholtz Wealth Management held 20,736 shares of Rocket Companies worth $295K as of Q1 2026.
  • Ritholtz Wealth Management bought 2,010 Rocket Companies shares in Q1 2026, an estimated $36.6K.
  • Rocket Companies made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #983 holding.
  • Ritholtz Wealth Management first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's Rocket Companies position peaked at $363K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.