J. Goldman & Co’s Rocket Companies RKT Stock Holding History

J. Goldman & Co’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	$971K	Sell	68,150 -1,320,488	-95%	-$24M	0.03%	420
2025 Q4	$26.9M	Sell	1,388,638 -1,245,225	-47%	-$22.3M	0.71%	30
2025 Q3	$51M	Buy	2,633,863 +2,331,525	+771%	+$40.7M	1.28%	10
2025 Q2	$4.29M	Sell	302,338 -1,451,985	-83%	-$18.8M	0.1%	213
2025 Q1	$21.2M	Buy	1,754,323 +1,687,414	+2,522%	+$21.8M	0.52%	49
2024 Q4	$753K	Sell	66,909 -1,434,851	-96%	-$21.4M	0.02%	347
2024 Q3	$28.8M	Sell	1,501,760 -75,611	-5%	-$1.33M	0.81%	29
2024 Q2	$21.6M	Buy	1,577,371 +698,893	+80%	+$9.45M	0.61%	44
2024 Q1	$12.8M	Buy	878,478 +867,179	+7,675%	+$10.8M	0.41%	78
2023 Q4	$164K	Buy	+11,299	New	+$108K	0.01%	303
2021 Q1	–	Sell	-94,594	Closed	-$1.91M	–	512
2020 Q4	$1.91M	Buy	+94,594	New	+$2M	0.1%	196

Other funds holding RKT

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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