SimplyRich’s Rocket Companies RKT Stock Holding History

SimplyRich’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	$1.2M	Hold	84,447	–	–	0.31%	73
2025 Q4	$1.63M	Buy	+84,447	New	+$1.51M	0.43%	57

Other funds holding RKT

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

SimplyRich's RKT Position: Q1 2026 in Review

SimplyRich held its Rocket Companies (RKT) position steady in Q1 2026 at 84,447 shares worth $1.2M. The position accounts for 0.31% of the portfolio, ranked #73.

SimplyRich first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.63M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

SimplyRich held 84,447 shares of Rocket Companies worth $1.2M as of Q1 2026.
SimplyRich left its Rocket Companies share count unchanged in Q1 2026.
Rocket Companies made up 0.31% of SimplyRich's portfolio in Q1 2026, its #73 holding.
SimplyRich first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
SimplyRich's Rocket Companies position peaked at $1.63M in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.