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Castleark Management’s Rocket Companies RKT Stock Holding History

Castleark Management’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 		– Sell
-34,960
Closed -$498K – 342
2026
Q1 		$498K Sell
34,960
-446,600
-93% -$8.13M 0.02% 259
2025
Q4 		$9.32M Buy
481,560
+98,060
+26% +$1.75M 0.27% 70
2025
Q3 		$7.43M Buy
+383,500
New +$6.69M 0.21% 105

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

Castleark Management's RKT Position: Q2 2026 in Review

Castleark Management sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 34,960 shares — an estimated $498K sold.

Castleark Management first reported a position in RKT in Q3 2025 and held it in 3 quarters. The position peaked at $9.32M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Castleark Management reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Castleark Management sold 34,960 Rocket Companies shares in Q2 2026, an estimated $498K.
  • Castleark Management first reported a position in Rocket Companies in Q3 2025 and held it in 3 quarters.
  • Castleark Management's Rocket Companies position peaked at $9.32M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Castleark Management's 13F filing for Q2 2026, filed 14 Aug 2026.