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Vawter Financial’s Rocket Companies RKT Stock Holding History

Vawter Financial’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 		– Sell
-67,625
Closed -$1.31M – 126
2025
Q4 		$1.31M Hold
67,625
– – 0.55% 34
2025
Q3 		$1.31M Buy
+67,625
New +$1.18M 0.59% 35
2025
Q2 		– Sell
-63,625
Closed -$768K – 80
2025
Q1 		$768K Hold
63,625
– – 0.43% 41
2024
Q4 		$716K Buy
+63,625
New +$947K 0.43% 40

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

Vawter Financial's RKT Position: Q1 2026 in Review

Vawter Financial sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 67,625 shares — an estimated $1.31M sold.

Vawter Financial first reported a position in RKT in Q4 2024 and held it in 4 quarters. The position peaked at $1.31M in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Vawter Financial reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
  • Vawter Financial sold 67,625 Rocket Companies shares in Q1 2026, an estimated $1.31M.
  • Vawter Financial first reported a position in Rocket Companies in Q4 2024 and held it in 4 quarters.
  • Vawter Financial's Rocket Companies position peaked at $1.31M in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.