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Waverly Advisors’s Rocket Companies RKT Stock Holding History

Waverly 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 		$3.4M Sell
238,335
-916
-0.4% -$16.7K 0.03% 512
2025
Q4 		$4.63M Buy
+239,251
New +$4.28M 0.04% 386

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

Waverly Advisors's RKT Position: Q1 2026 in Review

Waverly Advisors reduced its Rocket Companies (RKT) stake by 0.38% in Q1 2026, selling an estimated $16.7K and leaving 238,335 shares worth $3.4M. The position accounts for 0.03% of the portfolio, ranked #512.

Waverly Advisors first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.63M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Waverly Advisors held 238,335 shares of Rocket Companies worth $3.4M as of Q1 2026.
  • Waverly Advisors sold 916 Rocket Companies shares in Q1 2026, an estimated $16.7K.
  • Rocket Companies made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #512 holding.
  • Waverly Advisors first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Rocket Companies position peaked at $4.63M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.