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Root Financial Partners’s Rocket Companies RKT Stock Holding History

Root Financial Partners’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 		$3.26K Buy
229
+130
+131% +$2.37K ﹤0.01% 2121
2025
Q4 		$1.92K Buy
99
+36
+57% +$644 ﹤0.01% 1995
2025
Q3 		$1.22K Buy
+63
New +$1.1K ﹤0.01% 2028

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

Root Financial Partners's RKT Position: Q1 2026 in Review

Root Financial Partners increased its Rocket Companies (RKT) stake by 131% in Q1 2026, buying an estimated $2.37K and bringing the position to 229 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Root Financial Partners first reported a position in RKT in Q3 2025 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Root Financial Partners held 229 shares of Rocket Companies worth $3.26K as of Q1 2026.
  • Root Financial Partners bought 130 Rocket Companies shares in Q1 2026, an estimated $2.37K.
  • Rocket Companies made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2121 holding.
  • Root Financial Partners first reported a position in Rocket Companies in Q3 2025 and has held it in 3 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.