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Intrinsic Value Partners’s Rocket Companies RKT Stock Holding History

Intrinsic Value Partners’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 		$253K Sell
16,064
-100
-0.6% -$1.44K 0.17% 69
2026
Q1 		$230K Sell
16,164
-100
-0.6% -$1.82K 0.18% 67
2025
Q4 		$315K Sell
16,264
-1,716
-10% -$30.7K 0.24% 62
2025
Q3 		$348K Sell
17,980
-10,650
-37% -$186K 0.28% 56
2025
Q2 		$406K Sell
28,630
-400
-1% -$5.19K 0.36% 49
2025
Q1 		$350K Sell
29,030
-920
-3% -$11.9K 0.35% 52
2024
Q4 		$337K Sell
29,950
-2,500
-8% -$37.2K 0.34% 51
2024
Q3 		$623K Sell
32,450
-2,695
-8% -$47.3K 0.62% 34
2024
Q2 		$481K Sell
35,145
-245
-0.7% -$3.31K 0.5% 39
2024
Q1 		$515K Sell
35,390
-500
-1% -$6.21K 0.55% 41
2023
Q4 		$520K Sell
35,890
-1,350
-4% -$12.9K 0.61% 35
2023
Q3 		$305K Sell
37,240
-3,740
-9% -$37.8K 0.39% 44
2023
Q2 		$367K Sell
40,980
-670
-2% -$5.83K 0.46% 39
2023
Q1 		$377K Sell
41,650
-7,630
-15% -$65.8K 0.51% 41
2022
Q4 		$345K Sell
49,280
-4,200
-8% -$30.7K 0.47% 43
2022
Q3 		$338K Sell
53,480
-70
-0.1% -$608 0.47% 43
2022
Q2 		$394K Buy
53,550
+32,800
+158% +$283K 0.5% 41
2022
Q1 		$231K Hold
20,750
– – 0.24% 44
2021
Q4 		$291K Buy
+20,750
New +$330K 0.31% 40

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

Intrinsic Value Partners's RKT Position: Q2 2026 in Review

Intrinsic Value Partners reduced its Rocket Companies (RKT) stake by 0.62% in Q2 2026, selling an estimated $1.44K and leaving 16,064 shares worth $253K. The position accounts for 0.17% of the portfolio, ranked #69.

Intrinsic Value Partners first reported a position in RKT in Q4 2021 and has held it in 19 quarters since. The position peaked at $623K in Q3 2024. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Intrinsic Value Partners held 16,064 shares of Rocket Companies worth $253K as of Q2 2026.
  • Intrinsic Value Partners sold 100 Rocket Companies shares in Q2 2026, an estimated $1.44K.
  • Rocket Companies made up 0.17% of Intrinsic Value Partners's portfolio in Q2 2026, its #69 holding.
  • Intrinsic Value Partners first reported a position in Rocket Companies in Q4 2021 and has held it in 19 quarters since.
  • Intrinsic Value Partners's Rocket Companies position peaked at $623K in Q3 2024.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Intrinsic Value Partners's 13F filing for Q2 2026, filed 14 Jul 2026.