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Scholtz & Company’s Rocket Companies RKT Stock Holding History

Scholtz & Company’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 		$3.9M Buy
273,725
+19,427
+8% +$353K 2% 21
2025
Q4 		$4.92M Buy
+254,298
New +$4.55M 2.14% 16

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

Scholtz & Company's RKT Position: Q1 2026 in Review

Scholtz & Company increased its Rocket Companies (RKT) stake by 7.6% in Q1 2026, buying an estimated $353K and bringing the position to 273,725 shares worth $3.9M. The position accounts for 2% of the portfolio, ranked #21.

Scholtz & Company first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.92M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Scholtz & Company held 273,725 shares of Rocket Companies worth $3.9M as of Q1 2026.
  • Scholtz & Company bought 19,427 Rocket Companies shares in Q1 2026, an estimated $353K.
  • Rocket Companies made up 2% of Scholtz & Company's portfolio in Q1 2026, its #21 holding.
  • Scholtz & Company first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Scholtz & Company's Rocket Companies position peaked at $4.92M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.