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Rocket Cos shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Rocket Cos (RKT) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Rocket Cos

Tip: Access up to 7 years of quarterly data

All positions including Rocket Cos held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rocket Cos by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 792 14.25

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Rocket Cos

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
ValueAct Holdings
Slate Path Capital
Morgan Stanley
Jane Street
FMR
Omega Advisors
State Street Corporation
Susquehanna International
Durable Capital Partners
Geode Capital Management
Bank of America Corporation

View all funds holding Rocket Cos