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WCG Wealth Advisors’s Rocket Companies RKT Stock Holding History

WCG 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 		$5.09M Buy
356,916
+68,995
+24% +$1.26M 0.14% 150
2025
Q4 		$5.57M Buy
+287,921
New +$5.15M 0.16% 138

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

WCG Wealth Advisors's RKT Position: Q1 2026 in Review

WCG Wealth Advisors increased its Rocket Companies (RKT) stake by 24% in Q1 2026, buying an estimated $1.26M and bringing the position to 356,916 shares worth $5.09M. The position accounts for 0.14% of the portfolio, ranked #150.

WCG Wealth Advisors first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.57M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • WCG Wealth Advisors held 356,916 shares of Rocket Companies worth $5.09M as of Q1 2026.
  • WCG Wealth Advisors bought 68,995 Rocket Companies shares in Q1 2026, an estimated $1.26M.
  • Rocket Companies made up 0.14% of WCG Wealth Advisors's portfolio in Q1 2026, its #150 holding.
  • WCG Wealth Advisors first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • WCG Wealth Advisors's Rocket Companies position peaked at $5.57M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.