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Venturi Wealth Management’s Rocket Companies RKT Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-578
Closed -$6.51K – 1549
2024
Q4 		$6.51K Sell
578
-422
-42% -$6.28K ﹤0.01% 1572
2024
Q3 		$19.2K Hold
1,000
– – ﹤0.01% 1026
2024
Q2 		$13.7K Buy
1,000
+322
+47% +$4.35K ﹤0.01% 1031
2024
Q1 		$9.87K Buy
678
+130
+24% +$1.61K ﹤0.01% 939
2023
Q4 		$7.94K Buy
548
+376
+219% +$3.6K ﹤0.01% 931
2023
Q3 		$1.41K Buy
+172
New +$1.74K ﹤0.01% 1239

Other funds holding RKT

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Venturi Wealth Management's RKT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Rocket Companies (RKT) in Q1 2025, closing a stake of 578 shares — an estimated $6.51K sold.

Venturi Wealth Management first reported a position in RKT in Q3 2023 and held it in 6 quarters. The position peaked at $19.2K in Q3 2024. 308 funds tracked by Wall St. Rank hold RKT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Rocket Companies position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 578 Rocket Companies shares in Q1 2025, an estimated $6.51K.
  • Venturi Wealth Management first reported a position in Rocket Companies in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Rocket Companies position peaked at $19.2K in Q3 2024.
  • 308 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.