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J. Safra Sarasin Holding’s Rocket Companies RKT Stock Holding History

J. Safra Sarasin Holding’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 		$1.15M Buy
78,610
+16,622
+27% +$240K 0.02% 362
2026
Q1 		$883K Sell
61,988
-283,477
-82% -$5.16M 0.02% 309
2025
Q4 		$6.69M Buy
345,465
+305,555
+766% +$5.46M 0.11% 125
2025
Q3 		$773K Buy
+39,910
New +$696K 0.01% 371

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

J. Safra Sarasin Holding's RKT Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Rocket Companies (RKT) stake by 27% in Q2 2026, buying an estimated $240K and bringing the position to 78,610 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #362.

J. Safra Sarasin Holding first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.69M in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • J. Safra Sarasin Holding held 78,610 shares of Rocket Companies worth $1.15M as of Q2 2026.
  • J. Safra Sarasin Holding bought 16,622 Rocket Companies shares in Q2 2026, an estimated $240K.
  • Rocket Companies made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #362 holding.
  • J. Safra Sarasin Holding first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • J. Safra Sarasin Holding's Rocket Companies position peaked at $6.69M in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.