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Summit Trail Advisors’s Rocket Companies RKT Stock Holding History

Summit Trail Advisors’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 		$563K Sell
39,536
-2,913
-7% -$53K 0.01% 1128
2025
Q4 		$822K Buy
42,449
+13,829
+48% +$247K 0.01% 907
2025
Q3 		$555K Buy
28,620
+13,803
+93% +$241K 0.01% 1051
2025
Q2 		$210K Sell
14,817
-2,596
-15% -$33.7K ﹤0.01% 1043
2025
Q1 		$225K Buy
+17,413
New +$225K 0.01% 364

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

Summit Trail Advisors's RKT Position: Q1 2026 in Review

Summit Trail Advisors reduced its Rocket Companies (RKT) stake by 6.9% in Q1 2026, selling an estimated $53K and leaving 39,536 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #1128.

Summit Trail Advisors first reported a position in RKT in Q1 2025 and has held it in 5 quarters since. The position peaked at $822K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Summit Trail Advisors held 39,536 shares of Rocket Companies worth $563K as of Q1 2026.
  • Summit Trail Advisors sold 2,913 Rocket Companies shares in Q1 2026, an estimated $53K.
  • Rocket Companies made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1128 holding.
  • Summit Trail Advisors first reported a position in Rocket Companies in Q1 2025 and has held it in 5 quarters since.
  • Summit Trail Advisors's Rocket Companies position peaked at $822K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.