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IEQ Capital’s Rocket Companies RKT Stock Holding History

IEQ 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
Q1 		$2.39M Buy
167,680
+59,467
+55% +$1.08M 0.01% 706
2025
Q4 		$2.1M Sell
108,213
-20,474
-16% -$366K 0.01% 775
2025
Q3 		$2.49M Buy
128,687
+28,678
+29% +$500K 0.01% 690
2025
Q2 		$1.42M Hold
100,009
– – 0.01% 755
2025
Q1 		$1.21M Hold
100,009
– – 0.01% 705
2024
Q4 		$1.13M Sell
100,009
-125
-0.1% -$1.86K 0.01% 634
2024
Q3 		$1.92M Buy
100,134
+134
+0.1% +$2.35K 0.02% 386
2024
Q2 		$1.37M Sell
100,000
-320
-0.3% -$4.33K 0.02% 418
2024
Q1 		$1.46M Buy
100,320
+253
+0.3% +$3.14K 0.02% 378
2023
Q4 		$1.45M Buy
100,067
+67
+0.1% +$642 0.02% 344
2023
Q3 		$818K Hold
100,000
– – 0.02% 447
2023
Q2 		$896K Hold
100,000
– – 0.02% 415
2023
Q1 		$906K Hold
100,000
– – 0.02% 415
2022
Q4 		$700K Buy
+100,000
New +$730K 0.02% 429
2021
Q1 		– Sell
-12,700
Closed -$257K – 499
2020
Q4 		$257K Buy
12,700
+2,000
+19% +$42.2K 0.01% 216
2020
Q3 		$213K Buy
+10,700
New +$250K 0.01% 355

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

IEQ Capital's RKT Position: Q1 2026 in Review

IEQ Capital increased its Rocket Companies (RKT) stake by 55% in Q1 2026, buying an estimated $1.08M and bringing the position to 167,680 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #706.

IEQ Capital first reported a position in RKT in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.49M in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • IEQ Capital held 167,680 shares of Rocket Companies worth $2.39M as of Q1 2026.
  • IEQ Capital bought 59,467 Rocket Companies shares in Q1 2026, an estimated $1.08M.
  • Rocket Companies made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #706 holding.
  • IEQ Capital first reported a position in Rocket Companies in Q3 2020 and has held it in 16 quarters since.
  • IEQ Capital's Rocket Companies position peaked at $2.49M in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.