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Evergreen Capital Management’s Rocket Companies RKT Stock Holding History

Evergreen Capital 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 		$986K Sell
62,623
-975
-2% -$14.1K 0.02% 551
2026
Q1 		$906K Sell
63,598
-3,762
-6% -$68.4K 0.02% 527
2025
Q4 		$1.3M Buy
+67,360
New +$1.2M 0.03% 391

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

Evergreen Capital Management's RKT Position: Q2 2026 in Review

Evergreen Capital Management reduced its Rocket Companies (RKT) stake by 1.5% in Q2 2026, selling an estimated $14.1K and leaving 62,623 shares worth $986K. The position accounts for 0.02% of the portfolio, ranked #551.

Evergreen Capital Management first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Evergreen Capital Management held 62,623 shares of Rocket Companies worth $986K as of Q2 2026.
  • Evergreen Capital Management sold 975 Rocket Companies shares in Q2 2026, an estimated $14.1K.
  • Rocket Companies made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #551 holding.
  • Evergreen Capital Management first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Capital Management's Rocket Companies position peaked at $1.3M in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.