Transcend Capital Advisors’s Rocket Companies RKT Stock Holding History

Transcend Capital 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	$224K	Buy	15,735 +2,351	+18%	+$42.8K	0.02%	640
2025 Q4	$259K	Buy	+13,384	New	+$239K	0.02%	574
2025 Q3	–	Sell	-15,280	Closed	-$217K	–	718
2025 Q2	$217K	Buy	+15,280	New	+$198K	0.02%	563
2022 Q4	–	Sell	-10,100	Closed	-$64K	–	518
2022 Q3	$64K	Sell	10,100 -1,400	-12%	-$12.2K	0.01%	473
2022 Q2	$85K	Buy	+11,500	New	+$99.3K	0.01%	483
2021 Q4	–	Sell	-16,500	Closed	-$273K	–	513
2021 Q3	$273K	Buy	+16,500	New	+$288K	0.02%	395

Other funds holding RKT

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Transcend Capital Advisors's RKT Position: Q1 2026 in Review

Transcend Capital Advisors increased its Rocket Companies (RKT) stake by 18% in Q1 2026, buying an estimated $42.8K and bringing the position to 15,735 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #640.

Transcend Capital Advisors first reported a position in RKT in Q3 2021 and has held it in 6 quarters since. The position peaked at $273K in Q3 2021. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Transcend Capital Advisors held 15,735 shares of Rocket Companies worth $224K as of Q1 2026.
Transcend Capital Advisors bought 2,351 Rocket Companies shares in Q1 2026, an estimated $42.8K.
Rocket Companies made up 0.02% of Transcend Capital Advisors's portfolio in Q1 2026, its #640 holding.
Transcend Capital Advisors first reported a position in Rocket Companies in Q3 2021 and has held it in 6 quarters since.
Transcend Capital Advisors's Rocket Companies position peaked at $273K in Q3 2021.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.