Aspen Grove Capital’s Rocket Companies RKT Stock Holding History

Aspen Grove Capital’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 Q2	$1.26M	Sell	80,000 -47	-0.1%	-$678	0.18%	62
2026 Q1	$1.14M	Hold	80,047	–	–	0.22%	60
2025 Q4	$1.55M	Buy	80,047 +47	+0.1%	+$840	0.27%	51
2025 Q3	$1.55M	Hold	80,000	–	–	0.26%	54
2025 Q2	$1.13M	Hold	80,000	–	–	0.19%	66
2025 Q1	$1.03M	Hold	80,000	–	–	0.2%	69
2024 Q4	$901K	Hold	80,000	–	–	0.19%	71
2024 Q3	$1.54M	Hold	80,000	–	–	0.34%	48
2024 Q2	$1.1M	Hold	80,000	–	–	0.26%	59
2024 Q1	$1.16M	Hold	80,000	–	–	0.33%	53
2023 Q4	$1.16M	Hold	80,000	–	–	0.35%	54
2023 Q3	$654K	Hold	80,000	–	–	0.24%	73
2023 Q2	$717K	Hold	80,000	–	–	0.23%	87
2023 Q1	$725K	Hold	80,000	–	–	0.32%	69
2022 Q4	$560K	Buy	+80,000	New	+$584K	0.26%	74

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aspen Grove Capital's RKT Position: Q2 2026 in Review

Aspen Grove Capital reduced its Rocket Companies (RKT) stake by 0.06% in Q2 2026, selling an estimated $678 and leaving 80,000 shares worth $1.26M. The position accounts for 0.18% of the portfolio, ranked #62.

Aspen Grove Capital first reported a position in RKT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.55M in Q3 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Aspen Grove Capital held 80,000 shares of Rocket Companies worth $1.26M as of Q2 2026.
Aspen Grove Capital sold 47 Rocket Companies shares in Q2 2026, an estimated $678.
Rocket Companies made up 0.18% of Aspen Grove Capital's portfolio in Q2 2026, its #62 holding.
Aspen Grove Capital first reported a position in Rocket Companies in Q4 2022 and has held it in 15 quarters since.
Aspen Grove Capital's Rocket Companies position peaked at $1.55M in Q3 2025.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.