Wellington Management Group
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Wellington Management Group’s Rocket Companies RKT Stock Holding History

Wellington Management Group’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
2024
Q4 		– Sell
-1,600,371
Closed -$1.96M – 2023
2024
Q3 		$1.96M Buy
+1,600,371
New +$28.1M ﹤0.01% 1545

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

Wellington Management Group's RKT Position: Q1 2026 in Review

Wellington Management Group reduced its Rocket Companies (RKT) stake by 14% in Q1 2026, selling an estimated $15.6M and leaving 5,487,379 shares worth $78.2M. The position accounts for 0.01% of the portfolio, ranked #603.

Wellington Management Group first reported a position in RKT in Q2 2021 and has held it in 14 quarters since. The position peaked at $123M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Wellington Management Group held 5,487,379 shares of Rocket Companies worth $78.2M as of Q1 2026.
  • Wellington Management Group sold 860,038 Rocket Companies shares in Q1 2026, an estimated $15.6M.
  • Rocket Companies made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #603 holding.
  • Wellington Management Group first reported a position in Rocket Companies in Q2 2021 and has held it in 14 quarters since.
  • Wellington Management Group's Rocket Companies position peaked at $123M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.