ECM
RKT icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Evergreen Capital Management's RKT Position: Q1 2026 in Review

Evergreen Capital Management reduced its Rocket Companies (RKT) stake by 5.6% in Q1 2026, selling an estimated $68.4K and leaving 63,598 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #527.

Evergreen Capital Management first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.3M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Evergreen Capital Management held 63,598 shares of Rocket Companies worth $906K as of Q1 2026.
  • Evergreen Capital Management sold 3,762 Rocket Companies shares in Q1 2026, an estimated $68.4K.
  • Rocket Companies made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #527 holding.
  • Evergreen Capital Management first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Capital Management's Rocket Companies position peaked at $1.3M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.