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Lindbrook Capital’s Rocket Companies RKT Stock Holding History

Lindbrook Capital’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
2025
Q1 		– Sell
-290
Closed -$3.27K – 2910
2024
Q4 		$3.27K Sell
290
-214
-42% -$3.19K ﹤0.01% 2146
2024
Q3 		$9.67K Buy
504
+110
+28% +$1.93K ﹤0.01% 1695
2024
Q2 		$5.4K Buy
394
+190
+93% +$2.57K ﹤0.01% 1958
2024
Q1 		$2.97K Hold
204
– – ﹤0.01% 2104
2023
Q4 		$2.95K Buy
204
+127
+165% +$1.22K ﹤0.01% 2122
2023
Q3 		$630 Sell
77
-250
-76% -$2.53K ﹤0.01% 2481
2023
Q2 		$2.93K Sell
327
-610
-65% -$5.31K ﹤0.01% 2016
2023
Q1 		$8.49K Buy
937
+529
+130% +$4.56K ﹤0.01% 1553
2022
Q4 		$2.86K Buy
408
+372
+1,033% +$2.72K ﹤0.01% 2075
2022
Q3 		$0 Buy
+36
New +$313 ﹤0.01% 2867

Other funds holding RKT

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Lindbrook Capital's RKT Position: Q1 2025 in Review

Lindbrook Capital sold out of Rocket Companies (RKT) in Q1 2025, closing a stake of 290 shares — an estimated $3.27K sold.

Lindbrook Capital first reported a position in RKT in Q3 2022 and held it in 10 quarters. The position peaked at $9.67K in Q3 2024. 308 funds tracked by Wall St. Rank hold RKT as of Q1 2025.

  • Lindbrook Capital reported no remaining Rocket Companies position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 290 Rocket Companies shares in Q1 2025, an estimated $3.27K.
  • Lindbrook Capital first reported a position in Rocket Companies in Q3 2022 and held it in 10 quarters.
  • Lindbrook Capital's Rocket Companies position peaked at $9.67K in Q3 2024.
  • 308 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.