CAP Partners LLC’s Rocket Companies RKT Stock Holding History

CAP Partners LLC’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 Q3	$284K	Sell	24,716 -1,838	-7%	-$25.2K	0.13%	133
2026 Q2	$418K	Sell	26,554 -396	-1%	-$5.71K	0.2%	102
2026 Q1	$384K	Sell	26,950 -308	-1%	-$5.6K	0.22%	100
2025 Q4	$528K	Sell	27,258 -346	-1%	-$6.19K	0.3%	74
2025 Q3	$535K	Buy	+27,604	New	+$481K	0.3%	75

Other funds holding RKT

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CRB

Chad R. Baker $612M AUM 33.64% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

CAP Partners LLC's RKT Position: Q3 2026 in Review

CAP Partners LLC reduced its Rocket Companies (RKT) stake by 6.9% in Q3 2026, selling an estimated $25.2K and leaving 24,716 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #133.

CAP Partners LLC first reported a position in RKT in Q3 2025 and has held it in 5 quarters since. The position peaked at $535K in Q3 2025. 124 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

CAP Partners LLC held 24,716 shares of Rocket Companies worth $284K as of Q3 2026.
CAP Partners LLC sold 1,838 Rocket Companies shares in Q3 2026, an estimated $25.2K.
Rocket Companies made up 0.13% of CAP Partners LLC's portfolio in Q3 2026, its #133 holding.
CAP Partners LLC first reported a position in Rocket Companies in Q3 2025 and has held it in 5 quarters since.
CAP Partners LLC's Rocket Companies position peaked at $535K in Q3 2025.
124 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.