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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
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

BlackRock
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
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 $1.66T AUM 25.57% 1-Year Est. Return
State Street
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

Brooktree Capital Management's RKT Position: Q1 2026 in Review

Brooktree Capital Management increased its Rocket Companies (RKT) stake by 6.4% in Q1 2026, buying an estimated $170K and bringing the position to 154,988 shares worth $2.21M. The position accounts for 1.75% of the portfolio, ranked #15.

Brooktree Capital Management first reported a position in RKT in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.88M in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Brooktree Capital Management held 154,988 shares of Rocket Companies worth $2.21M as of Q1 2026.
  • Brooktree Capital Management bought 9,344 Rocket Companies shares in Q1 2026, an estimated $170K.
  • Rocket Companies made up 1.75% of Brooktree Capital Management's portfolio in Q1 2026, its #15 holding.
  • Brooktree Capital Management first reported a position in Rocket Companies in Q3 2020 and has held it in 23 quarters since.
  • Brooktree Capital Management's Rocket Companies position peaked at $2.88M in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Brooktree Capital Management's 13F filing for Q1 2026, filed 6 May 2026.