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Wellington Shields & Co’s Rocket Companies RKT Stock Holding History

Wellington Shields & Co’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 		$664K Hold
46,600
– – 0.17% 118
2025
Q4 		$902K Hold
46,600
– – 0.22% 96
2025
Q3 		$903K Hold
46,600
– – 0.24% 93
2025
Q2 		$661K Buy
+46,600
New +$605K 0.19% 114

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 Shields & Co's RKT Position: Q1 2026 in Review

Wellington Shields & Co held its Rocket Companies (RKT) position steady in Q1 2026 at 46,600 shares worth $664K. The position accounts for 0.17% of the portfolio, ranked #118.

Wellington Shields & Co first reported a position in RKT in Q2 2025 and has held it in 4 quarters since. The position peaked at $903K in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Wellington Shields & Co held 46,600 shares of Rocket Companies worth $664K as of Q1 2026.
  • Wellington Shields & Co left its Rocket Companies share count unchanged in Q1 2026.
  • Rocket Companies made up 0.17% of Wellington Shields & Co's portfolio in Q1 2026, its #118 holding.
  • Wellington Shields & Co first reported a position in Rocket Companies in Q2 2025 and has held it in 4 quarters since.
  • Wellington Shields & Co's Rocket Companies position peaked at $903K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.