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Whalen Wealth Management’s Rocket Companies RKT Stock Holding History

Whalen Wealth Management’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 		$562K Buy
39,412
+16,126
+69% +$293K 0.3% 91
2025
Q4 		$451K Sell
23,286
-5,520
-19% -$98.7K 0.24% 120
2025
Q3 		$558K Buy
+28,806
New +$502K 0.33% 68
2024
Q3 		– Sell
-29,472
Closed -$404K – 136
2024
Q2 		$404K Buy
29,472
+15,663
+113% +$212K 0.32% 66
2024
Q1 		$201K Buy
+13,809
New +$171K 0.15% 111

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

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

Whalen Wealth Management increased its Rocket Companies (RKT) stake by 69% in Q1 2026, buying an estimated $293K and bringing the position to 39,412 shares worth $562K. The position accounts for 0.3% of the portfolio, ranked #91.

Whalen Wealth Management first reported a position in RKT in Q1 2024 and has held it in 5 quarters since. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Whalen Wealth Management held 39,412 shares of Rocket Companies worth $562K as of Q1 2026.
  • Whalen Wealth Management bought 16,126 Rocket Companies shares in Q1 2026, an estimated $293K.
  • Rocket Companies made up 0.3% of Whalen Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Whalen Wealth Management first reported a position in Rocket Companies in Q1 2024 and has held it in 5 quarters since.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.