Wealthfront Advisers
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Wealthfront Advisers’s Rocket Companies RKT Stock Holding History

Wealthfront Advisers’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 		$10.9M Sell
766,574
-14,653
-2% -$267K 0.02% 249
2025
Q4 		$15.1M Buy
781,227
+185,993
+31% +$3.33M 0.03% 173
2025
Q3 		$11.5M Buy
595,234
+40,533
+7% +$707K 0.03% 211
2025
Q2 		$7.87M Buy
554,701
+388,839
+234% +$5.04M 0.02% 270
2025
Q1 		$2M Sell
165,862
-381,226
-70% -$4.92M 0.01% 537
2024
Q4 		$6.16M Buy
547,088
+325,272
+147% +$4.84M 0.02% 274
2024
Q3 		$4.26M Buy
221,816
+78,896
+55% +$1.38M 0.01% 341
2024
Q2 		$1.96M Buy
142,920
+78,815
+123% +$1.07M 0.01% 486
2024
Q1 		$933K Buy
+64,105
New +$796K ﹤0.01% 627
2022
Q2 		– Sell
-82,384
Closed -$916K – 795
2022
Q1 		$916K Buy
+82,384
New +$1.02M ﹤0.01% 534

Other funds holding RKT

BlackRock
BlackRock New York $5.7T 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