JG
RKT icon

Joel Greenblatt’s Rocket Companies RKT Stock Holding History

Joel Greenblatt’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 		$3.54M Sell
224,882
-1,954
-0.9% -$28.2K 0.01% 1025
2026
Q1 		$3.23M Sell
226,836
-31,802
-12% -$579K 0.01% 974
2025
Q4 		$5.01M Buy
258,638
+45,115
+21% +$807K 0.02% 812
2025
Q3 		$4.14M Buy
213,523
+1,104
+0.5% +$19.3K 0.02% 827
2025
Q2 		$3.01M Hold
212,419
– – 0.02% 800
2025
Q1 		$2.56M Sell
212,419
-138
-0.1% -$1.78K 0.02% 717
2024
Q4 		$2.39M Hold
212,557
– – 0.02% 672
2024
Q3 		$4.08M Sell
212,557
-6,117
-3% -$107K 0.04% 551
2024
Q2 		$3M Sell
218,674
-1,697
-0.8% -$22.9K 0.04% 570
2024
Q1 		$3.21M Sell
220,371
-3
-0% -$37 0.05% 504
2023
Q4 		$3.19M Sell
220,374
-10,084
-4% -$96.6K 0.06% 442
2023
Q3 		$1.89M Hold
230,458
– – 0.04% 564
2023
Q2 		$2.06M Sell
230,458
-12,263
-5% -$107K 0.04% 532
2023
Q1 		$2.2M Buy
242,721
+48,608
+25% +$419K 0.05% 486
2022
Q4 		$1.36M Buy
194,113
+135,166
+229% +$987K 0.04% 572
2022
Q3 		$373K Buy
58,947
+28,756
+95% +$250K 0.01% 921
2022
Q2 		$222K Buy
30,191
+5,858
+24% +$50.6K 0.01% 1016
2022
Q1 		$271K Sell
24,333
-64,064
-72% -$793K 0.01% 976
2021
Q4 		$1.24M Buy
88,397
+61,278
+226% +$976K 0.04% 483
2021
Q3 		$435K Buy
+27,119
New +$474K 0.02% 704

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

Joel Greenblatt's RKT Position: Q2 2026 in Review

Joel Greenblatt reduced its Rocket Companies (RKT) stake by 0.86% in Q2 2026, selling an estimated $28.2K and leaving 224,882 shares worth $3.54M. The position accounts for 0.01% of the portfolio, ranked #1025.

Joel Greenblatt first reported a position in RKT in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.01M in Q4 2025. 787 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Joel Greenblatt held 224,882 shares of Rocket Companies worth $3.54M as of Q2 2026.
  • Joel Greenblatt sold 1,954 Rocket Companies shares in Q2 2026, an estimated $28.2K.
  • Rocket Companies made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1025 holding.
  • Joel Greenblatt first reported a position in Rocket Companies in Q3 2021 and has held it in 20 quarters since.
  • Joel Greenblatt's Rocket Companies position peaked at $5.01M in Q4 2025.
  • 787 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.