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U.S. Capital Wealth Advisors’s Rocket Companies RKT Stock Holding History

U.S. Capital 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 		$526K Buy
+36,902
New +$671K 0.01% 664
2023
Q1 		– Sell
-400
Closed -$2.8K – 1331
2022
Q4 		$2.8K Buy
+400
New +$2.92K ﹤0.01% 1460

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

U.S. Capital Wealth Advisors's RKT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Rocket Companies (RKT) in Q1 2026: 36,902 shares worth $526K. The stake represents 0.01% of the portfolio and ranks #664 among its holdings. This is a return to the name: U.S. Capital Wealth Advisors previously reported a position in RKT as recently as Q4 2022.

U.S. Capital Wealth Advisors first reported a position in RKT in Q4 2022 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • U.S. Capital Wealth Advisors held 36,902 shares of Rocket Companies worth $526K as of Q1 2026.
  • Rocket Companies was a new U.S. Capital Wealth Advisors position in Q1 2026.
  • Rocket Companies made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #664 holding.
  • U.S. Capital Wealth Advisors first reported a position in Rocket Companies in Q4 2022 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.