CPL
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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
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

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

CAP Partners LLC's RKT Position: Q2 2026 in Review

CAP Partners LLC reduced its Rocket Companies (RKT) stake by 1.5% in Q2 2026, selling an estimated $5.71K and leaving 26,554 shares worth $418K. The position accounts for 0.2% of the portfolio, ranked #102.

CAP Partners LLC first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $535K in Q3 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • CAP Partners LLC held 26,554 shares of Rocket Companies worth $418K as of Q2 2026.
  • CAP Partners LLC sold 396 Rocket Companies shares in Q2 2026, an estimated $5.71K.
  • Rocket Companies made up 0.2% of CAP Partners LLC's portfolio in Q2 2026, its #102 holding.
  • CAP Partners LLC first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • CAP Partners LLC's Rocket Companies position peaked at $535K in Q3 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.