Bridgewater Advisors’s Rocket Companies RKT Stock Holding History

Bridgewater Advisors’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	$3.87M	Buy	286,808 +45,806	+19%	+$833K	0.23%	59
2025 Q4	$5.06M	Sell	241,002 -12,779	-5%	-$228K	0.33%	48
2025 Q3	$3.87M	Buy	+253,781	New	+$4.43M	0.27%	56
2023 Q4	–	Sell	-26,257	Closed	-$215K	–	104
2023 Q3	$215K	Sell	26,257 -22	-0.1%	-$222	0.03%	104
2023 Q2	$235K	Hold	26,279	–	–	0.05%	100
2023 Q1	$238K	Buy	+26,279	New	+$227K	0.05%	108
2022 Q3	–	Sell	-25,200	Closed	-$185K	–	196
2022 Q2	$185K	Hold	25,200	–	–	0.04%	217
2022 Q1	$280K	Hold	25,200	–	–	0.07%	197
2021 Q4	$353K	Sell	25,200 -10,000	-28%	-$159K	0.08%	175
2021 Q3	$565K	Buy	35,200 +3,000	+9%	+$52.4K	0.16%	129
2021 Q2	$623K	Buy	+32,200	New	+$652K	0.2%	115

Other funds holding RKT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

SPC

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

CLG

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

Bridgewater Advisors's RKT Position: Q1 2026 in Review

Bridgewater Advisors increased its Rocket Companies (RKT) stake by 19% in Q1 2026, buying an estimated $833K and bringing the position to 286,808 shares worth $3.87M. The position accounts for 0.23% of the portfolio, ranked #59.

Bridgewater Advisors first reported a position in RKT in Q2 2021 and has held it in 11 quarters since. The position peaked at $5.06M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Bridgewater Advisors held 286,808 shares of Rocket Companies worth $3.87M as of Q1 2026.
Bridgewater Advisors bought 45,806 Rocket Companies shares in Q1 2026, an estimated $833K.
Rocket Companies made up 0.23% of Bridgewater Advisors's portfolio in Q1 2026, its #59 holding.
Bridgewater Advisors first reported a position in Rocket Companies in Q2 2021 and has held it in 11 quarters since.
Bridgewater Advisors's Rocket Companies position peaked at $5.06M in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.