Caledonia Investments (Australia)’s Rocket Companies RKT Stock Holding History

Caledonia Investments (Australia)’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	$46M	Buy	2,921,124 +1,886,993	+182%	+$27.2M	1.57%	9
2026 Q1	$14.7M	Buy	1,034,131 +375,000	+57%	+$6.82M	0.43%	11
2025 Q4	$12.8M	Buy	+659,131	New	+$11.8M	0.24%	11
2025 Q2	–	Sell	-2,004,152	Closed	-$24.2M	–	17
2025 Q1	$24.2M	Buy	+2,004,152	New	+$25.9M	0.39%	13
2024 Q2	–	Sell	-4,384,150	Closed	-$63.8M	–	12
2024 Q1	$63.8M	Hold	4,384,150	–	–	1.63%	9
2023 Q4	$63.5M	Hold	4,384,150	–	–	1.35%	10
2023 Q3	$35.9M	Sell	4,384,150 -477,500	-10%	-$4.83M	0.89%	10
2023 Q2	$43.6M	Sell	4,861,650 -441,420	-8%	-$3.84M	0.95%	9
2023 Q1	$48M	Sell	5,303,070 -5,292,084	-50%	-$45.6M	1.08%	9
2022 Q4	$74.2M	Buy	10,595,154 +1,341,667	+14%	+$9.8M	1.99%	8
2022 Q3	$58.5M	Sell	9,253,487 -58,965	-0.6%	-$513K	1.73%	11
2022 Q2	$68.5M	Hold	9,312,452	–	–	1.79%	9
2022 Q1	$104M	Hold	9,312,452	–	–	1.9%	8
2021 Q4	$130M	Hold	9,312,452	–	–	2.03%	8
2021 Q3	$149M	Sell	9,312,452 -236,375	-2%	-$4.13M	1.88%	9
2021 Q2	$185M	Hold	9,548,827	–	–	1.91%	9
2021 Q1	$220M	Hold	9,548,827	–	–	2.07%	9
2020 Q4	$193M	Buy	9,548,827 +40,453	+0.4%	+$854K	1.85%	8
2020 Q3	$190M	Buy	+9,508,374	New	+$222M	2.15%	9

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Caledonia Investments (Australia)'s RKT Position: Q2 2026 in Review

Caledonia Investments (Australia) increased its Rocket Companies (RKT) stake by 182% in Q2 2026, buying an estimated $27.2M and bringing the position to 2,921,124 shares worth $46M. The position accounts for 1.57% of the portfolio, ranked #9.

Caledonia Investments (Australia) first reported a position in RKT in Q3 2020 and has held it in 19 quarters since. The position peaked at $220M in Q1 2021. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Caledonia Investments (Australia) held 2,921,124 shares of Rocket Companies worth $46M as of Q2 2026.
Caledonia Investments (Australia) bought 1,886,993 Rocket Companies shares in Q2 2026, an estimated $27.2M.
Rocket Companies made up 1.57% of Caledonia Investments (Australia)'s portfolio in Q2 2026, its #9 holding.
Caledonia Investments (Australia) first reported a position in Rocket Companies in Q3 2020 and has held it in 19 quarters since.
Caledonia Investments (Australia)'s Rocket Companies position peaked at $220M in Q1 2021.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Caledonia Investments (Australia)'s 13F filing for Q2 2026, filed 14 Aug 2026.