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SHP Wealth Management’s Rocket Companies RKT Stock Holding History

SHP 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 		$1.18K Sell
83
-435
-84% -$7.91K ﹤0.01% 1415
2025
Q4 		$10K Buy
+518
New +$9.26K ﹤0.01% 833

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

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

SHP Wealth Management reduced its Rocket Companies (RKT) stake by 84% in Q1 2026, selling an estimated $7.91K and leaving 83 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

SHP Wealth Management first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $10K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • SHP Wealth Management held 83 shares of Rocket Companies worth $1.18K as of Q1 2026.
  • SHP Wealth Management sold 435 Rocket Companies shares in Q1 2026, an estimated $7.91K.
  • Rocket Companies made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1415 holding.
  • SHP Wealth Management first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Rocket Companies position peaked at $10K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.