Marshall Wace
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Marshall Wace’s Rocket Companies RKT Stock Holding History

Marshall Wace’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 		$5.77M Sell
366,065
-15,164,567
-98% -$219M ﹤0.01% 1295
2026
Q1 		$221M Buy
15,530,632
+3,767,263
+32% +$68.5M 0.22% 69
2025
Q4 		$228M Buy
11,763,369
+10,229,395
+667% +$183M 0.21% 72
2025
Q3 		$29.7M Buy
1,533,974
+876,564
+133% +$15.3M 0.03% 499
2025
Q2 		$9.32M Buy
657,410
+210,094
+47% +$2.73M 0.01% 863
2025
Q1 		$5.4M Buy
447,316
+386,307
+633% +$4.98M 0.01% 1023
2024
Q4 		$687K Sell
61,009
-244,922
-80% -$3.65M ﹤0.01% 1905
2024
Q3 		$5.87M Sell
305,931
-483,209
-61% -$8.48M 0.01% 934
2024
Q2 		$10.8M Buy
+789,140
New +$10.7M 0.01% 698
2024
Q1 		– Sell
-21,028
Closed -$304K – 2752
2023
Q4 		$304K Sell
21,028
-49,367
-70% -$473K ﹤0.01% 1888
2023
Q3 		$576K Buy
70,395
+42,795
+155% +$433K ﹤0.01% 1671
2023
Q2 		$247K Sell
27,600
-73,813
-73% -$642K ﹤0.01% 2192
2023
Q1 		$919K Sell
101,413
-226,629
-69% -$1.95M ﹤0.01% 1861
2022
Q4 		$2.3M Buy
+328,042
New +$2.4M 0.01% 1651
2021
Q4 		– Sell
-57,972
Closed -$930K – 4226
2021
Q3 		$930K Buy
+57,972
New +$1.01M ﹤0.01% 2067
2021
Q2 		– Sell
-260,260
Closed -$6.01M – 3023
2021
Q1 		$6.01M Buy
260,260
+237,062
+1,022% +$5.3M 0.03% 731
2020
Q4 		$469K Sell
23,198
-658,331
-97% -$13.9M ﹤0.01% 1480
2020
Q3 		$13.6M Buy
+681,529
New +$15.9M 0.09% 235

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

Marshall Wace's RKT Position: Q2 2026 in Review

Marshall Wace reduced its Rocket Companies (RKT) stake by 98% in Q2 2026, selling an estimated $219M and leaving 366,065 shares worth $5.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Marshall Wace first reported a position in RKT in Q3 2020 and has held it in 18 quarters since. The position peaked at $228M in Q4 2025. 790 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Marshall Wace held 366,065 shares of Rocket Companies worth $5.77M as of Q2 2026.
  • Marshall Wace sold 15,164,567 Rocket Companies shares in Q2 2026, an estimated $219M.
  • Rocket Companies made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1295 holding.
  • Marshall Wace first reported a position in Rocket Companies in Q3 2020 and has held it in 18 quarters since.
  • Marshall Wace's Rocket Companies position peaked at $228M in Q4 2025.
  • 790 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.