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Mount Lucas Management’s Rocket Companies RKT Stock Holding History

Mount Lucas 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
Q2 		$520K Sell
33,000
-290,000
-90% -$4.18M 0.19% 147
2026
Q1 		$4.6M Buy
323,000
+290,000
+879% +$5.28M 1.7% 8
2025
Q4 		$639K Sell
33,000
-1,000
-3% -$17.9K 0.26% 135
2025
Q3 		$659K Buy
+34,000
New +$593K 0.27% 128

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

Mount Lucas Management's RKT Position: Q2 2026 in Review

Mount Lucas Management reduced its Rocket Companies (RKT) stake by 90% in Q2 2026, selling an estimated $4.18M and leaving 33,000 shares worth $520K. The position accounts for 0.19% of the portfolio, ranked #147.

Mount Lucas Management first reported a position in RKT in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.6M in Q1 2026. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Mount Lucas Management held 33,000 shares of Rocket Companies worth $520K as of Q2 2026.
  • Mount Lucas Management sold 290,000 Rocket Companies shares in Q2 2026, an estimated $4.18M.
  • Rocket Companies made up 0.19% of Mount Lucas Management's portfolio in Q2 2026, its #147 holding.
  • Mount Lucas Management first reported a position in Rocket Companies in Q3 2025 and has held it in 4 quarters since.
  • Mount Lucas Management's Rocket Companies position peaked at $4.6M in Q1 2026.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.