FORA Capital’s Rocket Companies RKT Stock Holding History

FORA Capital’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 Q4	–	Sell	-14,886	Closed	-$288K	–	621
2025 Q3	$288K	Buy	+14,886	New	+$260K	0.05%	378
2025 Q1	–	Sell	-24,802	Closed	-$279K	–	632
2024 Q4	$279K	Sell	24,802 -42,819	-63%	-$637K	0.03%	312
2024 Q3	$1.3M	Buy	+67,621	New	+$1.19M	0.15%	178
2024 Q1	–	Sell	-20,738	Closed	-$300K	–	544
2023 Q4	$300K	Buy	+20,738	New	+$199K	0.03%	386

Other funds holding RKT

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FORA Capital's RKT Position: Q4 2025 in Review

FORA Capital sold out of Rocket Companies (RKT) in Q4 2025, closing a stake of 14,886 shares — an estimated $288K sold.

FORA Capital first reported a position in RKT in Q4 2023 and held it in 4 quarters. The position peaked at $1.3M in Q3 2024. 786 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

FORA Capital reported no remaining Rocket Companies position as of Q4 2025 after selling out during the quarter.
FORA Capital sold 14,886 Rocket Companies shares in Q4 2025, an estimated $288K.
FORA Capital first reported a position in Rocket Companies in Q4 2023 and held it in 4 quarters.
FORA Capital's Rocket Companies position peaked at $1.3M in Q3 2024.
786 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.