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EVR Research’s Rocket Companies RKT Stock Holding History

EVR Research’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
Q3 		– Sell
-300,000
Closed -$4.25M – 36
2025
Q2 		$4.25M Buy
+300,000
New +$3.89M 1.85% 15
2024
Q1 		– Sell
-181,616
Closed -$2.63M – 39
2023
Q4 		$2.63M Buy
181,616
+89,000
+96% +$852K 0.59% 30
2023
Q3 		$758K Buy
+92,616
New +$936K 0.2% 38

Other funds holding RKT

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EVR Research's RKT Position: Q3 2025 in Review

EVR Research sold out of Rocket Companies (RKT) in Q3 2025, closing a stake of 300,000 shares — an estimated $4.25M sold.

EVR Research first reported a position in RKT in Q3 2023 and held it in 3 quarters. The position peaked at $4.25M in Q2 2025. 508 funds tracked by Wall St. Rank hold RKT as of Q3 2025.

  • EVR Research reported no remaining Rocket Companies position as of Q3 2025 after selling out during the quarter.
  • EVR Research sold 300,000 Rocket Companies shares in Q3 2025, an estimated $4.25M.
  • EVR Research first reported a position in Rocket Companies in Q3 2023 and held it in 3 quarters.
  • EVR Research's Rocket Companies position peaked at $4.25M in Q2 2025.
  • 508 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2025.

Based on EVR Research's 13F filing for Q3 2025, filed 13 Nov 2025.