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Carlson Capital’s Rocket Companies RKT Stock Holding History

Carlson Capital’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 		$534K Buy
+37,500
New +$682K 0.17% 63

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

Carlson Capital's RKT Position: Q1 2026 in Review

Carlson Capital opened a new position in Rocket Companies (RKT) in Q1 2026: 37,500 shares worth $534K. The stake represents 0.17% of the portfolio and ranks #63 among its holdings.

817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Carlson Capital held 37,500 shares of Rocket Companies worth $534K as of Q1 2026.
  • Rocket Companies was a new Carlson Capital position in Q1 2026.
  • Rocket Companies made up 0.17% of Carlson Capital's portfolio in Q1 2026, its #63 holding.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Carlson Capital's 13F filing for Q1 2026, filed 28 May 2026.