Mason Morfit’s Rocket Companies RKT Stock Holding History

Mason Morfit’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	$656M	Buy	41,668,774 +13,454,050	+48%	+$194M	11.65%	3
2026 Q1	$402M	Sell	28,214,724 -11,165,928	-28%	-$203M	7.04%	6
2025 Q4	$762M	Buy	39,380,652 +13,985,025	+55%	+$250M	10.85%	3
2025 Q3	$492M	Buy	25,395,627 +10,270,018	+68%	+$179M	8.3%	7
2025 Q2	$214M	Buy	15,125,609 +8,397,100	+125%	+$109M	3.83%	10
2025 Q1	$81.2M	Buy	+6,728,509	New	+$86.8M	1.77%	13
2022 Q4	–	Sell	-1,296,027	Closed	-$8.19M	–	12
2022 Q3	$8.19M	Sell	1,296,027 -703,973	-35%	-$6.12M	0.14%	11
2022 Q2	$14.7M	Buy	+2,000,000	New	+$17.3M	0.23%	13

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mason Morfit's RKT Position: Q2 2026 in Review

Mason Morfit increased its Rocket Companies (RKT) stake by 48% in Q2 2026, buying an estimated $194M and bringing the position to 41,668,774 shares worth $656M. The position accounts for 11.65% of the portfolio, ranked #3.

Mason Morfit first reported a position in RKT in Q2 2022 and has held it in 8 quarters since. The position peaked at $762M in Q4 2025. 787 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Mason Morfit held 41,668,774 shares of Rocket Companies worth $656M as of Q2 2026.
Mason Morfit bought 13,454,050 Rocket Companies shares in Q2 2026, an estimated $194M.
Rocket Companies made up 11.65% of Mason Morfit's portfolio in Q2 2026, its #3 holding.
Mason Morfit first reported a position in Rocket Companies in Q2 2022 and has held it in 8 quarters since.
Mason Morfit's Rocket Companies position peaked at $762M in Q4 2025.
787 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on ValueAct Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.