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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
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

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

Caprock Group's RKT Position: Q1 2026 in Review

Caprock Group increased its Rocket Companies (RKT) stake by 30% in Q1 2026, buying an estimated $129K and bringing the position to 30,437 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #795.

Caprock Group first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $452K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Caprock Group held 30,437 shares of Rocket Companies worth $434K as of Q1 2026.
  • Caprock Group bought 7,099 Rocket Companies shares in Q1 2026, an estimated $129K.
  • Rocket Companies made up 0.01% of Caprock Group's portfolio in Q1 2026, its #795 holding.
  • Caprock Group first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Caprock Group's Rocket Companies position peaked at $452K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.