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
2026 Q2	$221K	Buy	+13,992	New	+$202K	0.02%	327
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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FORA Capital's RKT Position: Q2 2026 in Review

FORA Capital opened a new position in Rocket Companies (RKT) in Q2 2026: 13,992 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #327 among its holdings. This is a return to the name: FORA Capital previously reported a position in RKT as recently as Q3 2025.

FORA Capital first reported a position in RKT in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.3M in Q3 2024. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

FORA Capital held 13,992 shares of Rocket Companies worth $221K as of Q2 2026.
Rocket Companies was a new FORA Capital position in Q2 2026.
Rocket Companies made up 0.02% of FORA Capital's portfolio in Q2 2026, its #327 holding.
FORA Capital first reported a position in Rocket Companies in Q4 2023 and has held it in 5 quarters since.
FORA Capital's Rocket Companies position peaked at $1.3M in Q3 2024.
797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.