Ritholtz Wealth Management
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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
Q3 		$324K Buy
28,148
+6,388
+29% +$87.4K ﹤0.01% 1070
2026
Q2 		$343K Buy
21,760
+1,024
+5% +$14.8K 0.01% 993
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Ritholtz Wealth Management's RKT Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Rocket Companies (RKT) stake by 29% in Q3 2026, buying an estimated $87.4K and bringing the position to 28,148 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Ritholtz Wealth Management first reported a position in RKT in Q4 2025 and has held it in 4 quarters since. The position peaked at $363K in Q4 2025. 356 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Ritholtz Wealth Management held 28,148 shares of Rocket Companies worth $324K as of Q3 2026.
  • Ritholtz Wealth Management bought 6,388 Rocket Companies shares in Q3 2026, an estimated $87.4K.
  • Rocket Companies made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1070 holding.
  • Ritholtz Wealth Management first reported a position in Rocket Companies in Q4 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Rocket Companies position peaked at $363K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.