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

J.V. Bruni & 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 		$25.9M Sell
1,814,797
-12,752
-0.7% -$232K 2.7% 17
2025
Q4 		$35.4M Sell
1,827,549
-13,402
-0.7% -$240K 3.47% 12
2025
Q3 		$35.7M Sell
1,840,951
-13,920
-0.8% -$243K 3.6% 12
2025
Q2 		$26.3M Buy
1,854,871
+8,783
+0.5% +$114K 2.77% 19
2025
Q1 		$22.3M Sell
1,846,088
-13,972
-0.8% -$180K 2.59% 20
2024
Q4 		$20.9M Buy
1,860,060
+324,976
+21% +$4.84M 2.37% 21
2024
Q3 		$29.5M Sell
1,535,084
-96,292
-6% -$1.69M 3.28% 15
2024
Q2 		$22.3M Sell
1,631,376
-11,571
-0.7% -$156K 2.78% 19
2024
Q1 		$23.9M Sell
1,642,947
-22,788
-1% -$283K 2.84% 20
2023
Q4 		$24.1M Sell
1,665,735
-6,242
-0.4% -$59.8K 2.99% 18
2023
Q3 		$13.7M Sell
1,671,977
-527
-0% -$5.33K 1.92% 23
2023
Q2 		$15M Sell
1,672,504
-3,392
-0.2% -$29.5K 1.99% 22
2023
Q1 		$15.2M Sell
1,675,896
-1,560
-0.1% -$13.5K 2.1% 22
2022
Q4 		$11.7M Buy
1,677,456
+20,648
+1% +$151K 1.65% 21
2022
Q3 		$10.5M Buy
1,656,808
+6,668
+0.4% +$58K 1.64% 23
2022
Q2 		$12.1M Buy
1,650,140
+492,836
+43% +$4.26M 1.82% 20
2022
Q1 		$12.9M Buy
1,157,304
+303,940
+36% +$3.76M 1.62% 22
2021
Q4 		$11.9M Buy
+853,364
New +$13.6M 1.47% 23

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

J.V. Bruni & Co's RKT Position: Q1 2026 in Review

J.V. Bruni & Co reduced its Rocket Companies (RKT) stake by 0.7% in Q1 2026, selling an estimated $232K and leaving 1,814,797 shares worth $25.9M. The position accounts for 2.7% of the portfolio, ranked #17.

J.V. Bruni & Co first reported a position in RKT in Q4 2021 and has held it in 18 quarters since. The position peaked at $35.7M in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • J.V. Bruni & Co held 1,814,797 shares of Rocket Companies worth $25.9M as of Q1 2026.
  • J.V. Bruni & Co sold 12,752 Rocket Companies shares in Q1 2026, an estimated $232K.
  • Rocket Companies made up 2.7% of J.V. Bruni & Co's portfolio in Q1 2026, its #17 holding.
  • J.V. Bruni & Co first reported a position in Rocket Companies in Q4 2021 and has held it in 18 quarters since.
  • J.V. Bruni & Co's Rocket Companies position peaked at $35.7M in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on J.V. Bruni & Co's 13F filing for Q1 2026, filed 7 May 2026.