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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
Q1 		– Sell
-290,000
Closed -$5.61M – 202
2025
Q4 		$5.61M Sell
290,000
-10,000
-3% -$179K 2.25% 4
2025
Q3 		$5.81M Buy
+300,000
New +$5.23M 2.39% 4

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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. 574 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.
  • 574 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.