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Compass Rose Asset Management’s Rocket Companies RKT Stock Holding History

Compass Rose Asset 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 		$11.1M Sell
705,000
-385,000
-35% -$5.55M 0.31% 18
2026
Q1 		$15.5M Buy
+1,090,000
New +$19.8M 1.17% 10

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

Compass Rose Asset Management's RKT Position: Q2 2026 in Review

Compass Rose Asset Management reduced its Rocket Companies (RKT) stake by 35% in Q2 2026, selling an estimated $5.55M and leaving 705,000 shares worth $11.1M. The position accounts for 0.31% of the portfolio, ranked #18.

Compass Rose Asset Management first reported a position in RKT in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.5M in Q1 2026. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Compass Rose Asset Management held 705,000 shares of Rocket Companies worth $11.1M as of Q2 2026.
  • Compass Rose Asset Management sold 385,000 Rocket Companies shares in Q2 2026, an estimated $5.55M.
  • Rocket Companies made up 0.31% of Compass Rose Asset Management's portfolio in Q2 2026, its #18 holding.
  • Compass Rose Asset Management first reported a position in Rocket Companies in Q1 2026 and has held it in 2 quarters since.
  • Compass Rose Asset Management's Rocket Companies position peaked at $15.5M in Q1 2026.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Compass Rose Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.