DMC Group’s Rocket Companies RKT Stock Holding History

DMC Group’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
2025 Q2	–	Sell	-15,790	Closed	-$191K	–	136
2025 Q1	$191K	Sell	15,790 -13,146	-45%	-$170K	0.16%	123
2024 Q4	$326K	Sell	28,936 -2,839	-9%	-$42.3K	0.27%	107
2024 Q3	$610K	Buy	31,775 +2,373	+8%	+$41.6K	0.49%	71
2024 Q2	$403K	Buy	29,402 +325	+1%	+$4.39K	0.35%	84
2024 Q1	$423K	Buy	29,077 +1,029	+4%	+$12.8K	0.37%	85
2023 Q4	$406K	Buy	28,048 +6,903	+33%	+$66.1K	0.38%	81
2023 Q3	$173K	Buy	21,145 +2,217	+12%	+$22.4K	0.16%	115
2023 Q2	$170K	Sell	18,928 -589	-3%	-$5.12K	0.17%	116
2023 Q1	$178K	Buy	19,517 +7,125	+57%	+$61.4K	0.18%	120
2022 Q4	$88K	Buy	12,392 +1,443	+13%	+$10.5K	0.1%	114
2022 Q3	$72K	Buy	+10,949	New	+$95.2K	0.09%	105

Other funds holding RKT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return