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
Q1 		$1.75M Sell
122,500
-139,000
-53% -$2.53M 0.01% 1429
2025
Q4 		$5.06M Buy
261,500
+168,100
+180% +$3.01M 0.01% 1188
2025
Q3 		$1.81M Sell
93,400
-51,300
-35% -$895K ﹤0.01% 1834
2025
Q2 		$2.05M Buy
144,700
+120,600
+500% +$1.56M 0.01% 1669
2025
Q1 		$291K Sell
24,100
-6,500
-21% -$83.9K ﹤0.01% 1913
2024
Q4 		$345K Sell
30,600
-45,500
-60% -$677K ﹤0.01% 1960
2024
Q3 		$1.46M Buy
+76,100
New +$1.34M ﹤0.01% 1573

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

Capital Fund Management (CFM)'s RKT Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its Rocket Companies (RKT) stake by 85% in Q1 2026, selling an estimated $32M and leaving 322,015 shares worth $4.59M. The position accounts for 0.02% of the portfolio, ranked #928.

Capital Fund Management (CFM) first reported a position in RKT in Q4 2021 and has held it in 18 quarters since. The position peaked at $40.2M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Capital Fund Management (CFM) held 322,015 shares of Rocket Companies worth $4.59M as of Q1 2026.
  • Capital Fund Management (CFM) sold 1,756,590 Rocket Companies shares in Q1 2026, an estimated $32M.
  • Rocket Companies made up 0.02% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #928 holding.
  • Capital Fund Management (CFM) first reported a position in Rocket Companies in Q4 2021 and has held it in 18 quarters since.
  • Capital Fund Management (CFM)'s Rocket Companies position peaked at $40.2M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.