Capital Fund Management (CFM)
RKT icon

Capital Fund Management (CFM)’s Rocket Companies RKT Stock Holding History

Capital Fund Management (CFM)’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 		$2.52M Sell
160,139
-161,876
-50% -$2.33M 0.01% 1300
2026
Q1 		$4.59M Sell
322,015
-1,756,590
-85% -$32M 0.02% 928
2025
Q4 		$40.2M Buy
2,078,605
+1,942,585
+1,428% +$34.7M 0.11% 240
2025
Q3 		$2.64M Sell
136,020
-22,090
-14% -$385K 0.01% 1637
2025
Q2 		$2.24M Sell
158,110
-250,559
-61% -$3.25M 0.01% 1610
2025
Q1 		$4.93M Sell
408,669
-248,520
-38% -$3.21M 0.01% 1010
2024
Q4 		$7.4M Buy
657,189
+486,997
+286% +$7.25M 0.02% 898
2024
Q3 		$3.27M Sell
170,192
-138,774
-45% -$2.44M 0.01% 1215
2024
Q2 		$4.23M Buy
308,966
+4,319
+1% +$58.4K 0.01% 1034
2024
Q1 		$4.43M Sell
304,647
-197,463
-39% -$2.45M 0.01% 1104
2023
Q4 		$7.27M Buy
502,110
+109,278
+28% +$1.05M 0.02% 930
2023
Q3 		$3.21M Sell
392,832
-52,808
-12% -$534K 0.01% 1162
2023
Q2 		$3.99M Buy
445,640
+96,549
+28% +$840K 0.02% 940
2023
Q1 		$3.16M Buy
349,091
+51,995
+18% +$448K 0.02% 908
2022
Q4 		$2.08M Buy
297,096
+7,358
+3% +$53.7K 0.01% 924
2022
Q3 		$1.83M Buy
289,738
+22,849
+9% +$199K 0.01% 886
2022
Q2 		$1.96M Sell
266,889
-208,129
-44% -$1.8M 0.02% 831
2022
Q1 		$5.28M Buy
475,018
+353,491
+291% +$4.37M 0.04% 552
2021
Q4 		$1.7M Buy
+121,527
New +$1.94M 0.01% 1097

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

Capital Fund Management (CFM)'s RKT Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Rocket Companies (RKT) stake by 50% in Q2 2026, selling an estimated $2.33M and leaving 160,139 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #1300.

Capital Fund Management (CFM) first reported a position in RKT in Q4 2021 and has held it in 19 quarters since. The position peaked at $40.2M in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Capital Fund Management (CFM) held 160,139 shares of Rocket Companies worth $2.52M as of Q2 2026.
  • Capital Fund Management (CFM) sold 161,876 Rocket Companies shares in Q2 2026, an estimated $2.33M.
  • Rocket Companies made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1300 holding.
  • Capital Fund Management (CFM) first reported a position in Rocket Companies in Q4 2021 and has held it in 19 quarters since.
  • Capital Fund Management (CFM)'s Rocket Companies position peaked at $40.2M in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.