Stephens Consulting’s Rocket Companies RKT Stock Holding History

Stephens Consulting’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	–	Sell	-60	Closed	-$1.16K	–	512
2025 Q3	$1.16K	Sell	60 -288	-83%	-$5.02K	﹤0.01%	353
2025 Q2	$4.93K	Buy	348 +288	+480%	+$3.74K	﹤0.01%	392
2025 Q1	$725	Hold	60	–	–	﹤0.01%	801
2024 Q4	$676	Hold	60	–	–	﹤0.01%	491
2024 Q3	$1.15K	Hold	60	–	–	﹤0.01%	469
2024 Q2	$822	Hold	60	–	–	﹤0.01%	608
2024 Q1	$873	Hold	60	–	–	﹤0.01%	448
2023 Q4	$869	Hold	60	–	–	﹤0.01%	457
2023 Q3	$491	Hold	60	–	–	﹤0.01%	474
2023 Q2	$538	Sell	60 -100	-63%	-$870	﹤0.01%	477
2023 Q1	$1.45K	Hold	160	–	–	﹤0.01%	468
2022 Q4	$1.12K	Hold	160	–	–	﹤0.01%	458
2022 Q3	$1.01K	Buy	160 +100	+167%	+$869	﹤0.01%	521
2022 Q2	$442	Hold	60	–	–	﹤0.01%	527
2022 Q1	$667	Hold	60	–	–	﹤0.01%	537
2021 Q4	$840	Buy	+60	New	+$955	﹤0.01%	663

Other funds holding RKT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stephens Consulting's RKT Position: Q4 2025 in Review

Stephens Consulting sold out of Rocket Companies (RKT) in Q4 2025, closing a stake of 60 shares — an estimated $1.16K sold.

Stephens Consulting first reported a position in RKT in Q4 2021 and held it in 16 quarters. The position peaked at $4.93K in Q2 2025. 786 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

Stephens Consulting reported no remaining Rocket Companies position as of Q4 2025 after selling out during the quarter.
Stephens Consulting sold 60 Rocket Companies shares in Q4 2025, an estimated $1.16K.
Stephens Consulting first reported a position in Rocket Companies in Q4 2021 and held it in 16 quarters.
Stephens Consulting's Rocket Companies position peaked at $4.93K in Q2 2025.
786 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.