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
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

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

CAP Partners LLC's RKT Position: Q1 2026 in Review

CAP Partners LLC reduced its Rocket Companies (RKT) stake by 1.1% in Q1 2026, selling an estimated $5.6K and leaving 26,950 shares worth $384K. The position accounts for 0.22% of the portfolio, ranked #100.

CAP Partners LLC first reported a position in RKT in Q3 2025 and has held it in 3 quarters since. The position peaked at $535K in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • CAP Partners LLC held 26,950 shares of Rocket Companies worth $384K as of Q1 2026.
  • CAP Partners LLC sold 308 Rocket Companies shares in Q1 2026, an estimated $5.6K.
  • Rocket Companies made up 0.22% of CAP Partners LLC's portfolio in Q1 2026, its #100 holding.
  • CAP Partners LLC first reported a position in Rocket Companies in Q3 2025 and has held it in 3 quarters since.
  • CAP Partners LLC's Rocket Companies position peaked at $535K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.