Capstone Investment Advisors
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Capstone Investment Advisors’s Rocket Companies RKT Stock Holding History

Capstone Investment Advisors’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 		– Sell
-112,813
Closed -$2.18M – 1810
2025
Q4 		$2.18M Buy
+112,813
New +$2.02M ﹤0.01% 595
2025
Q3 		– Sell
-201,300
Closed -$2.85M – 2037
2025
Q2 		$2.85M Buy
+201,300
New +$2.61M 0.01% 532

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Capstone Investment Advisors's RKT Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 112,813 shares — an estimated $2.18M sold.

Capstone Investment Advisors first reported a position in RKT in Q2 2025 and held it in 2 quarters. The position peaked at $2.85M in Q2 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 112,813 Rocket Companies shares in Q1 2026, an estimated $2.18M.
  • Capstone Investment Advisors first reported a position in Rocket Companies in Q2 2025 and held it in 2 quarters.
  • Capstone Investment Advisors's Rocket Companies position peaked at $2.85M in Q2 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.