Morgan Stanley
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Morgan Stanley’s Rocket Companies RKT Stock Holding History

Morgan Stanley’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 		$450M Buy
28,542,001
+5,948,345
+26% +$85.8M 0.02% 623
2026
Q1 		$322M Sell
22,593,656
-4,415,623
-16% -$80.3M 0.02% 715
2025
Q4 		$523M Buy
27,009,279
+22,196,782
+461% +$397M 0.03% 511
2025
Q3 		$93.3M Buy
4,812,497
+3,750,264
+353% +$65.4M 0.01% 1460
2025
Q2 		$15.1M Sell
1,062,233
-401,042
-27% -$5.2M ﹤0.01% 3076
2025
Q1 		$17.7M Sell
1,463,275
-453,476
-24% -$5.85M ﹤0.01% 2812
2024
Q4 		$21.6M Buy
1,916,751
+149,447
+8% +$2.22M ﹤0.01% 2676
2024
Q3 		$33.9M Buy
1,767,304
+357,192
+25% +$6.27M ﹤0.01% 2244
2024
Q2 		$19.3M Buy
1,410,112
+118,116
+9% +$1.6M ﹤0.01% 2706
2024
Q1 		$18.8M Sell
1,291,996
-990,250
-43% -$12.3M ﹤0.01% 2771
2023
Q4 		$33M Sell
2,282,246
-609,295
-21% -$5.83M ﹤0.01% 2150
2023
Q3 		$23.7M Sell
2,891,541
-1,682,861
-37% -$17M ﹤0.01% 2278
2023
Q2 		$41M Buy
4,574,402
+1,686,239
+58% +$14.7M ﹤0.01% 1758
2023
Q1 		$26.2M Sell
2,888,163
-496,229
-15% -$4.28M ﹤0.01% 2141
2022
Q4 		$23.7M Buy
3,384,392
+699,078
+26% +$5.1M ﹤0.01% 2173
2022
Q3 		$17M Buy
2,685,314
+1,438,861
+115% +$12.5M ﹤0.01% 2382
2022
Q2 		$9.17M Buy
1,246,453
+172,479
+16% +$1.49M ﹤0.01% 3153
2022
Q1 		$11.9M Sell
1,073,974
-165,413
-13% -$2.05M ﹤0.01% 2700
2021
Q4 		$17.4M Buy
1,239,387
+493,117
+66% +$7.85M ﹤0.01% 2312
2021
Q3 		$12M Sell
746,270
-52,608
-7% -$920K ﹤0.01% 2676
2021
Q2 		$15.5M Sell
798,878
-2,842,960
-78% -$57.5M ﹤0.01% 2465
2021
Q1 		$84.1M Buy
3,641,838
+2,271,557
+166% +$50.8M 0.01% 859
2020
Q4 		$27.7M Sell
1,370,281
-332,431
-20% -$7.02M ﹤0.01% 1523
2020
Q3 		$33.9M Buy
+1,702,712
New +$39.7M 0.01% 1120

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley's RKT Position: Q2 2026 in Review

Morgan Stanley increased its Rocket Companies (RKT) stake by 26% in Q2 2026, buying an estimated $85.8M and bringing the position to 28,542,001 shares worth $450M. The position accounts for 0.02% of the portfolio, ranked #623.

Morgan Stanley first reported a position in RKT in Q3 2020 and has held it in 24 quarters since. The position peaked at $523M in Q4 2025. 790 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Morgan Stanley held 28,542,001 shares of Rocket Companies worth $450M as of Q2 2026.
  • Morgan Stanley bought 5,948,345 Rocket Companies shares in Q2 2026, an estimated $85.8M.
  • Rocket Companies made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #623 holding.
  • Morgan Stanley first reported a position in Rocket Companies in Q3 2020 and has held it in 24 quarters since.
  • Morgan Stanley's Rocket Companies position peaked at $523M in Q4 2025.
  • 790 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.