Moors & Cabot
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Moors & Cabot’s Rocket Companies RKT Stock Holding History

Moors & Cabot’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
Q3 		$387K Buy
33,641
+1,188
+4% +$16.3K 0.01% 654
2026
Q2 		$511K Sell
32,453
-43,668
-57% -$630K 0.02% 560
2026
Q1 		$1.08M Buy
76,121
+5,942
+8% +$108K 0.05% 355
2025
Q4 		$1.36M Buy
70,179
+100
+0.1% +$1.79K 0.06% 285
2025
Q3 		$1.36M Buy
70,079
+37,203
+113% +$649K 0.06% 288
2025
Q2 		$466K Buy
+32,876
New +$427K 0.02% 522

Other funds holding RKT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Moors & Cabot's RKT Position: Q3 2026 in Review

Moors & Cabot increased its Rocket Companies (RKT) stake by 3.7% in Q3 2026, buying an estimated $16.3K and bringing the position to 33,641 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #654.

Moors & Cabot first reported a position in RKT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2025. 325 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Moors & Cabot held 33,641 shares of Rocket Companies worth $387K as of Q3 2026.
  • Moors & Cabot bought 1,188 Rocket Companies shares in Q3 2026, an estimated $16.3K.
  • Rocket Companies made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #654 holding.
  • Moors & Cabot first reported a position in Rocket Companies in Q2 2025 and has held it in 6 quarters since.
  • Moors & Cabot's Rocket Companies position peaked at $1.36M in Q4 2025.
  • 325 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.