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Berkshire Capital Holdings’s Rocket Companies RKT Stock Holding History

Berkshire Capital Holdings’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 		$143 Hold
10
– – ﹤0.01% 108
2025
Q4 		$194 Hold
10
– – ﹤0.01% 102
2025
Q3 		$194 Buy
+10
New +$174 ﹤0.01% 103

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Berkshire Capital Holdings's RKT Position: Q1 2026 in Review

Berkshire Capital Holdings held its Rocket Companies (RKT) position steady in Q1 2026 at 10 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #108.

Berkshire Capital Holdings first reported a position in RKT in Q3 2025 and has held it in 3 quarters since. The position peaked at $194 in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Berkshire Capital Holdings held 10 shares of Rocket Companies worth $143 as of Q1 2026.
  • Berkshire Capital Holdings left its Rocket Companies share count unchanged in Q1 2026.
  • Rocket Companies made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q1 2026, its #108 holding.
  • Berkshire Capital Holdings first reported a position in Rocket Companies in Q3 2025 and has held it in 3 quarters since.
  • Berkshire Capital Holdings's Rocket Companies position peaked at $194 in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.