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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
Q2 		$504K Sell
32,000
-5,500
-15% -$79.3K 0.1% 61
2026
Q1 		$534K Buy
+37,500
New +$682K 0.17% 63

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

Carlson Capital's RKT Position: Q2 2026 in Review

Carlson Capital reduced its Rocket Companies (RKT) stake by 15% in Q2 2026, selling an estimated $79.3K and leaving 32,000 shares worth $504K. The position accounts for 0.1% of the portfolio, ranked #61.

Carlson Capital first reported a position in RKT in Q1 2026 and has held it in 2 quarters since. The position peaked at $534K in Q1 2026. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Carlson Capital held 32,000 shares of Rocket Companies worth $504K as of Q2 2026.
  • Carlson Capital sold 5,500 Rocket Companies shares in Q2 2026, an estimated $79.3K.
  • Rocket Companies made up 0.1% of Carlson Capital's portfolio in Q2 2026, its #61 holding.
  • Carlson Capital first reported a position in Rocket Companies in Q1 2026 and has held it in 2 quarters since.
  • Carlson Capital's Rocket Companies position peaked at $534K in Q1 2026.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Carlson Capital's 13F filing for Q2 2026, filed 12 Aug 2026.