Wealth Management Associates’s Rocket Companies RKT Stock Holding History

Wealth Management Associates’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	$557K	Sell	39,081 -40,614	-51%	-$739K	0.19%	107
2025 Q4	$1.54M	Sell	79,695 -4,297	-5%	-$76.8K	0.54%	41
2025 Q3	$1.63M	Buy	83,992 +35,732	+74%	+$623K	0.58%	41
2025 Q2	$684K	Buy	48,260 +300	+0.6%	+$3.89K	0.27%	75
2025 Q1	$579K	Sell	47,960 -230	-0.5%	-$2.97K	0.25%	78
2024 Q4	$543K	Sell	48,190 -750	-2%	-$11.2K	0.23%	82
2024 Q3	$939K	Sell	48,940 -670	-1%	-$11.8K	0.41%	55
2024 Q2	$680K	Hold	49,610	–	–	0.32%	66
2024 Q1	$680K	Buy	49,610 +2,510	+5%	+$31.1K	0.32%	66
2023 Q4	$682K	Buy	+47,100	New	+$451K	0.36%	63

Other funds holding RKT

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wealth Management Associates's RKT Position: Q1 2026 in Review

Wealth Management Associates reduced its Rocket Companies (RKT) stake by 51% in Q1 2026, selling an estimated $739K and leaving 39,081 shares worth $557K. The position accounts for 0.19% of the portfolio, ranked #107.

Wealth Management Associates first reported a position in RKT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.63M in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Wealth Management Associates held 39,081 shares of Rocket Companies worth $557K as of Q1 2026.
Wealth Management Associates sold 40,614 Rocket Companies shares in Q1 2026, an estimated $739K.
Rocket Companies made up 0.19% of Wealth Management Associates's portfolio in Q1 2026, its #107 holding.
Wealth Management Associates first reported a position in Rocket Companies in Q4 2023 and has held it in 10 quarters since.
Wealth Management Associates's Rocket Companies position peaked at $1.63M in Q3 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.