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Bear Mountain Capital’s Rocket Companies RKT Stock Holding History

Bear Mountain 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
2025
Q4 		– Sell
-11
Closed -$187 – 294
2025
Q3 		$187 Buy
+11
New +$192 ﹤0.01% 273

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bear Mountain Capital's RKT Position: Q4 2025 in Review

Bear Mountain Capital sold out of Rocket Companies (RKT) in Q4 2025, closing a stake of 11 shares — an estimated $187 sold.

Bear Mountain Capital first reported a position in RKT in Q3 2025 and held it in 1 quarter. The position peaked at $187 in Q3 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

  • Bear Mountain Capital reported no remaining Rocket Companies position as of Q4 2025 after selling out during the quarter.
  • Bear Mountain Capital sold 11 Rocket Companies shares in Q4 2025, an estimated $187.
  • Bear Mountain Capital first reported a position in Rocket Companies in Q3 2025 and held it in 1 quarter.
  • Bear Mountain Capital's Rocket Companies position peaked at $187 in Q3 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on Bear Mountain Capital's 13F filing for Q4 2025, filed 22 Jan 2026.