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Twin Peaks Wealth Advisors’s Rocket Companies RKT Stock Holding History

Twin Peaks Wealth 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 		$15.7K Buy
+1,103
New +$20.1K ﹤0.01% 816
2025
Q3 		– Sell
-286
Closed -$5.22K – 1670
2025
Q2 		$5.22K Buy
+286
New +$3.71K ﹤0.01% 1293

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

Twin Peaks Wealth Advisors's RKT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Rocket Companies (RKT) in Q1 2026: 1,103 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in RKT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in RKT in Q2 2025 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,103 shares of Rocket Companies worth $15.7K as of Q1 2026.
  • Rocket Companies was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Rocket Companies made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #816 holding.
  • Twin Peaks Wealth Advisors first reported a position in Rocket Companies in Q2 2025 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.