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Stratos Wealth Partners’s Rocket Companies RKT Stock Holding History

Stratos Wealth Partners’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 		$962K Buy
67,517
+3,535
+6% +$64.3K 0.01% 808
2025
Q4 		$1.24M Buy
63,982
+11,054
+21% +$198K 0.01% 696
2025
Q3 		$1.03M Buy
52,928
+10,984
+26% +$192K 0.01% 742
2025
Q2 		$595K Buy
41,944
+17,227
+70% +$223K 0.01% 863
2025
Q1 		$298K Buy
24,717
+8,463
+52% +$109K ﹤0.01% 1099
2024
Q4 		$183K Sell
16,254
-2,000
-11% -$29.8K ﹤0.01% 1360
2024
Q3 		$350K Buy
+18,254
New +$320K 0.01% 1074
2023
Q3 		– Sell
-15,264
Closed -$137K – 1322
2023
Q2 		$137K Sell
15,264
-2,566
-14% -$22.3K ﹤0.01% 1133
2023
Q1 		$162K Buy
17,830
+5,335
+43% +$46K ﹤0.01% 1054
2022
Q4 		$87.5K Sell
12,495
-5,535
-31% -$40.4K ﹤0.01% 1098
2022
Q3 		$114K Sell
18,030
-400
-2% -$3.48K ﹤0.01% 1071
2022
Q2 		$136K Sell
18,430
-249
-1% -$2.15K ﹤0.01% 1118
2022
Q1 		$208K Sell
18,679
-577
-3% -$7.14K ﹤0.01% 1158
2021
Q4 		$270K Sell
19,256
-3,455
-15% -$55K 0.01% 1037
2021
Q3 		$364K Buy
22,711
+5,037
+28% +$88K 0.01% 880
2021
Q2 		$342K Buy
17,674
+7,472
+73% +$151K 0.01% 917
2021
Q1 		$236K Sell
10,202
-6,807
-40% -$152K 0.01% 973
2020
Q4 		$344K Buy
+17,009
New +$359K 0.01% 801

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

Stratos Wealth Partners's RKT Position: Q1 2026 in Review

Stratos Wealth Partners increased its Rocket Companies (RKT) stake by 5.5% in Q1 2026, buying an estimated $64.3K and bringing the position to 67,517 shares worth $962K. The position accounts for 0.01% of the portfolio, ranked #808.

Stratos Wealth Partners first reported a position in RKT in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.24M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Stratos Wealth Partners held 67,517 shares of Rocket Companies worth $962K as of Q1 2026.
  • Stratos Wealth Partners bought 3,535 Rocket Companies shares in Q1 2026, an estimated $64.3K.
  • Rocket Companies made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #808 holding.
  • Stratos Wealth Partners first reported a position in Rocket Companies in Q4 2020 and has held it in 18 quarters since.
  • Stratos Wealth Partners's Rocket Companies position peaked at $1.24M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.