Morse Asset Management’s Rocket Companies RKT Stock Holding History

Morse Asset Management’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	$103K	Sell	8,953 -4,051	-31%	-$55.4K	0.02%	182
2026 Q2	$205K	Sell	13,004 -31,026	-70%	-$447K	0.03%	162
2026 Q1	$627K	Buy	44,030 +21,630	+97%	+$394K	0.13%	118
2025 Q4	$434K	Buy	22,400 +14,788	+194%	+$264K	0.09%	126
2025 Q3	$148K	Buy	+7,612	New	+$133K	0.03%	162
2021 Q2	–	Sell	-14,780	Closed	-$341K	–	174
2021 Q1	$341K	Buy	+14,780	New	+$330K	0.09%	128

Other funds holding RKT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return

J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Morse Asset Management's RKT Position: Q3 2026 in Review

Morse Asset Management reduced its Rocket Companies (RKT) stake by 31% in Q3 2026, selling an estimated $55.4K and leaving 8,953 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #182.

Morse Asset Management first reported a position in RKT in Q1 2021 and has held it in 6 quarters since. The position peaked at $627K in Q1 2026. 386 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

Morse Asset Management held 8,953 shares of Rocket Companies worth $103K as of Q3 2026.
Morse Asset Management sold 4,051 Rocket Companies shares in Q3 2026, an estimated $55.4K.
Rocket Companies made up 0.02% of Morse Asset Management's portfolio in Q3 2026, its #182 holding.
Morse Asset Management first reported a position in Rocket Companies in Q1 2021 and has held it in 6 quarters since.
Morse Asset Management's Rocket Companies position peaked at $627K in Q1 2026.
386 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Morse Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.