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Smartleaf Asset Management’s Rocket Companies RKT Stock Holding History

Smartleaf Asset 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 		$165K Sell
12,237
-9,753
-44% -$177K 0.01% 863
2025
Q4 		$441K Buy
21,990
+17,942
+443% +$321K 0.02% 561
2025
Q3 		$81.5K Buy
4,048
+2,537
+168% +$44.2K 0.01% 1187
2025
Q2 		$21.5K Buy
1,511
+206
+16% +$2.67K ﹤0.01% 1517
2025
Q1 		$17K Sell
1,305
-276
-17% -$3.56K ﹤0.01% 1682
2024
Q4 		$17.4K Sell
1,581
-352
-18% -$5.24K ﹤0.01% 1722
2024
Q3 		$36.6K Sell
1,933
-159
-8% -$2.79K ﹤0.01% 1033
2024
Q2 		$28.8K Buy
2,092
+456
+28% +$6.16K ﹤0.01% 894
2024
Q1 		$23.8K Sell
1,636
-1,176
-42% -$14.6K ﹤0.01% 825
2023
Q4 		$42.2K Buy
+2,812
New +$26.9K 0.01% 564

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

Smartleaf Asset Management's RKT Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Rocket Companies (RKT) stake by 44% in Q1 2026, selling an estimated $177K and leaving 12,237 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #863.

Smartleaf Asset Management first reported a position in RKT in Q4 2023 and has held it in 10 quarters since. The position peaked at $441K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Smartleaf Asset Management held 12,237 shares of Rocket Companies worth $165K as of Q1 2026.
  • Smartleaf Asset Management sold 9,753 Rocket Companies shares in Q1 2026, an estimated $177K.
  • Rocket Companies made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #863 holding.
  • Smartleaf Asset Management first reported a position in Rocket Companies in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Rocket Companies position peaked at $441K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.