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Gardner Lewis Asset Management’s Rocket Companies RKT Stock Holding History

Gardner Lewis Asset 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 		$1.04M Hold
66,000
– – 0.23% 60
2026
Q1 		$941K Hold
66,000
– – 0.2% 65
2025
Q4 		$1.28M Buy
+66,000
New +$1.18M 0.32% 58

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

Gardner Lewis Asset Management's RKT Position: Q2 2026 in Review

Gardner Lewis Asset Management held its Rocket Companies (RKT) position steady in Q2 2026 at 66,000 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #60.

Gardner Lewis Asset Management first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Gardner Lewis Asset Management held 66,000 shares of Rocket Companies worth $1.04M as of Q2 2026.
  • Gardner Lewis Asset Management left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up 0.23% of Gardner Lewis Asset Management's portfolio in Q2 2026, its #60 holding.
  • Gardner Lewis Asset Management first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Gardner Lewis Asset Management's Rocket Companies position peaked at $1.28M in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Gardner Lewis Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.