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Tiptree Advisors’s Rocket Companies RKT Stock Holding History

Tiptree 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 		$3.56M Sell
250,000
-399,700
-62% -$7.27M 2.07% 20
2025
Q4 		$12.6M Buy
+649,700
New +$11.6M 7.25% 6

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

Tiptree Advisors's RKT Position: Q1 2026 in Review

Tiptree Advisors reduced its Rocket Companies (RKT) stake by 62% in Q1 2026, selling an estimated $7.27M and leaving 250,000 shares worth $3.56M. The position accounts for 2.07% of the portfolio, ranked #20.

Tiptree Advisors first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $12.6M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Tiptree Advisors held 250,000 shares of Rocket Companies worth $3.56M as of Q1 2026.
  • Tiptree Advisors sold 399,700 Rocket Companies shares in Q1 2026, an estimated $7.27M.
  • Rocket Companies made up 2.07% of Tiptree Advisors's portfolio in Q1 2026, its #20 holding.
  • Tiptree Advisors first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Tiptree Advisors's Rocket Companies position peaked at $12.6M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Tiptree Advisors's 13F filing for Q1 2026, filed 15 May 2026.