United Financial Planning Group »

Rocket Cos shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Rocket Cos (RKT) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Rocket Cos

Tip: Access up to 7 years of quarterly data

All positions including Rocket Cos held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rocket Cos by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.4k 590 14.25

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

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