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Sage Advisors’s Rocket Companies RKT Stock Holding History

Sage Advisors’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
Q4 		$527K Buy
+27,240
New +$487K 0.35% 37

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sage Advisors's RKT Position: Q4 2025 in Review

Sage Advisors opened a new position in Rocket Companies (RKT) in Q4 2025: 27,240 shares worth $527K. The stake represents 0.35% of the portfolio and ranks #37 among its holdings.

786 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

  • Sage Advisors held 27,240 shares of Rocket Companies worth $527K as of Q4 2025.
  • Rocket Companies was a new Sage Advisors position in Q4 2025.
  • Rocket Companies made up 0.35% of Sage Advisors's portfolio in Q4 2025, its #37 holding.
  • 786 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.