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Brooktree Capital Management’s Rocket Companies RKT Stock Holding History

Brooktree Capital Management’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 		$3.82M Buy
242,693
+87,705
+57% +$1.26M 2.49% 9
2026
Q1 		$2.21M Buy
154,988
+9,344
+6% +$170K 1.75% 15
2025
Q4 		$2.82M Sell
145,644
-3,009
-2% -$53.8K 1.88% 13
2025
Q3 		$2.88M Buy
148,653
+32,088
+28% +$560K 1.83% 13
2025
Q2 		$1.65M Buy
116,565
+4,492
+4% +$58.3K 1.08% 17
2025
Q1 		$1.35M Buy
112,073
+1,479
+1% +$19.1K 1.02% 18
2024
Q4 		$1.25M Sell
110,594
-1,325
-1% -$19.7K 0.92% 19
2024
Q3 		$2.15M Sell
111,919
-1,472
-1% -$25.8K 1.74% 17
2024
Q2 		$1.55M Sell
113,391
-4,356
-4% -$58.9K 1.33% 18
2024
Q1 		$1.71M Sell
117,747
-4,727
-4% -$58.7K 1.32% 20
2023
Q4 		$1.77M Sell
122,474
-5,294
-4% -$50.7K 1.43% 19
2023
Q3 		$1.05M Buy
127,768
+24
+0% +$243 0.87% 22
2023
Q2 		$1.14M Sell
127,744
-4,881
-4% -$42.5K 0.87% 22
2023
Q1 		$1.2M Buy
132,625
+41,770
+46% +$360K 0.94% 21
2022
Q4 		$636K Buy
90,855
+3,257
+4% +$23.8K 0.52% 25
2022
Q3 		$554K Buy
87,598
+21,815
+33% +$190K 0.46% 29
2022
Q2 		$484K Sell
65,783
-38,304
-37% -$331K 0.36% 33
2022
Q1 		$1.16M Buy
104,087
+44,072
+73% +$545K 0.75% 29
2021
Q4 		$840K Sell
60,015
-2,149
-3% -$34.2K 0.51% 32
2021
Q3 		$997K Buy
62,164
+1,472
+2% +$25.7K 0.64% 32
2021
Q2 		$1.17M Sell
60,692
-5,364
-8% -$109K 0.75% 30
2021
Q1 		$1.52M Hold
66,056
– – 1.02% 30
2020
Q4 		$1.33M Buy
66,056
+947
+1% +$20K 0.98% 29
2020
Q3 		$1.3M Buy
+65,109
New +$1.52M 1.1% 28

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brooktree Capital Management's RKT Position: Q2 2026 in Review

Brooktree Capital Management increased its Rocket Companies (RKT) stake by 57% in Q2 2026, buying an estimated $1.26M and bringing the position to 242,693 shares worth $3.82M. The position accounts for 2.49% of the portfolio, ranked #9.

Brooktree Capital Management first reported a position in RKT in Q3 2020 and has held it in 24 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Brooktree Capital Management held 242,693 shares of Rocket Companies worth $3.82M as of Q2 2026.
  • Brooktree Capital Management bought 87,705 Rocket Companies shares in Q2 2026, an estimated $1.26M.
  • Rocket Companies made up 2.49% of Brooktree Capital Management's portfolio in Q2 2026, its #9 holding.
  • Brooktree Capital Management first reported a position in Rocket Companies in Q3 2020 and has held it in 24 quarters since.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Brooktree Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.