Wealthspire Advisors (New York)’s Rocket Companies RKT Stock Holding History

Wealthspire Advisors (New York)’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	$11.3M	Sell	792,321 -3,076	-0.4%	-$56K	0.09%	108
2025 Q4	$15.4M	Sell	795,397 -82,600	-9%	-$1.48M	0.12%	88
2025 Q3	$17M	Buy	+877,997	New	+$15.3M	0.09%	89
2024 Q2	–	Sell	-75,161	Closed	-$1.09M	–	687
2024 Q1	$1.09M	Sell	75,161 -116,239	-61%	-$1.44M	0.01%	303
2023 Q4	$2.77M	Sell	191,400 -55,000	-22%	-$527K	0.04%	150
2023 Q3	$2.02M	Sell	246,400 -494,000	-67%	-$4.99M	0.03%	173
2023 Q2	$6.63M	Hold	740,400	–	–	0.11%	84
2023 Q1	$6.71M	Hold	740,400	–	–	0.12%	83
2022 Q4	$5.18M	Hold	740,400	–	–	0.09%	97
2022 Q3	$4.68M	Hold	740,400	–	–	0.1%	95
2022 Q2	$5.45M	Buy	740,400 +300	+0%	+$2.59K	0.11%	80
2022 Q1	$8.23M	Buy	+740,100	New	+$9.16M	0.19%	53

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

Wealthspire Advisors (New York)'s RKT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Rocket Companies (RKT) stake by 0.39% in Q1 2026, selling an estimated $56K and leaving 792,321 shares worth $11.3M. The position accounts for 0.09% of the portfolio, ranked #108.

Wealthspire Advisors (New York) first reported a position in RKT in Q1 2022 and has held it in 12 quarters since. The position peaked at $17M in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Wealthspire Advisors (New York) held 792,321 shares of Rocket Companies worth $11.3M as of Q1 2026.
Wealthspire Advisors (New York) sold 3,076 Rocket Companies shares in Q1 2026, an estimated $56K.
Rocket Companies made up 0.09% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #108 holding.
Wealthspire Advisors (New York) first reported a position in Rocket Companies in Q1 2022 and has held it in 12 quarters since.
Wealthspire Advisors (New York)'s Rocket Companies position peaked at $17M in Q3 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.