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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
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

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

Caledonia Investments (Australia)'s RKT Position: Q1 2026 in Review

Caledonia Investments (Australia) increased its Rocket Companies (RKT) stake by 57% in Q1 2026, buying an estimated $6.82M and bringing the position to 1,034,131 shares worth $14.7M. The position accounts for 0.43% of the portfolio, ranked #11.

Caledonia Investments (Australia) first reported a position in RKT in Q3 2020 and has held it in 18 quarters since. The position peaked at $220M in Q1 2021. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Caledonia Investments (Australia) held 1,034,131 shares of Rocket Companies worth $14.7M as of Q1 2026.
  • Caledonia Investments (Australia) bought 375,000 Rocket Companies shares in Q1 2026, an estimated $6.82M.
  • Rocket Companies made up 0.43% of Caledonia Investments (Australia)'s portfolio in Q1 2026, its #11 holding.
  • Caledonia Investments (Australia) first reported a position in Rocket Companies in Q3 2020 and has held it in 18 quarters since.
  • Caledonia Investments (Australia)'s Rocket Companies position peaked at $220M in Q1 2021.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Caledonia Investments (Australia)'s 13F filing for Q1 2026, filed 15 May 2026.