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Caprock Group’s Rocket Companies RKT Stock Holding History

Caprock Group’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 		$748K Buy
47,490
+17,053
+56% +$246K 0.01% 719
2026
Q1 		$434K Buy
30,437
+7,099
+30% +$129K 0.01% 795
2025
Q4 		$452K Buy
+23,338
New +$417K 0.01% 861

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

Caprock Group's RKT Position: Q2 2026 in Review

Caprock Group increased its Rocket Companies (RKT) stake by 56% in Q2 2026, buying an estimated $246K and bringing the position to 47,490 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #719.

Caprock Group first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Caprock Group held 47,490 shares of Rocket Companies worth $748K as of Q2 2026.
  • Caprock Group bought 17,053 Rocket Companies shares in Q2 2026, an estimated $246K.
  • Rocket Companies made up 0.01% of Caprock Group's portfolio in Q2 2026, its #719 holding.
  • Caprock Group first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.