Boston Partners

Boston Partners’s Rocket Companies RKT Stock Holding History

Boston Partners’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	$132M	Sell	9,248,170 -3,905,255	-30%	-$71M	0.14%	194
2025 Q4	$255M	Sell	13,153,425 -236,723	-2%	-$4.23M	0.26%	133
2025 Q3	$259M	Sell	13,390,148 -1,170,558	-8%	-$20.4M	0.27%	130
2025 Q2	$207M	Buy	14,560,706 +856,367	+6%	+$11.1M	0.23%	148
2025 Q1	$165M	Buy	13,704,339 +1,390,559	+11%	+$17.9M	0.2%	172
2024 Q4	$139M	Buy	12,313,780 +2,829,292	+30%	+$42.1M	0.17%	174
2024 Q3	$182M	Buy	9,484,488 +171,207	+2%	+$3M	0.21%	163
2024 Q2	$128M	Sell	9,313,281 -68,892	-0.7%	-$931K	0.16%	190
2024 Q1	$136M	Buy	9,382,173 +381,841	+4%	+$4.74M	0.16%	189
2023 Q4	$130M	Buy	9,000,332 +3,186,699	+55%	+$30.5M	0.17%	192
2023 Q3	$47.5M	Buy	+5,813,633	New	+$58.8M	0.07%	245
2023 Q1	–	Sell	-164,703	Closed	-$30.4K	–	745
2022 Q4	$30.4K	Sell	164,703 -87,651	-35%	-$640K	﹤0.01%	689
2022 Q3	$28K	Buy	+252,354	New	+$2.19M	﹤0.01%	716

Other funds holding RKT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return