MV Capital Management’s Rocket Companies RKT Stock Holding History

MV Capital 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	$415	Sell	36 -14	-28%	-$192	﹤0.01%	1040
2026 Q2	$788	Sell	50 -10	-17%	-$144	﹤0.01%	962
2026 Q1	$855	Sell	60 -72	-55%	-$1.31K	﹤0.01%	891
2025 Q4	$2.56K	Sell	132 -9	-6%	-$161	﹤0.01%	694
2025 Q3	$2.73K	Buy	141 +101	+253%	+$1.76K	﹤0.01%	679
2025 Q2	$568	Buy	40 +3	+8%	+$39	﹤0.01%	835
2025 Q1	$447	Buy	37 +34	+1,133%	+$439	﹤0.01%	832
2024 Q4	$34	Hold	3	–	–	﹤0.01%	1025
2024 Q3	$58	Sell	3 -1	-25%	-$18	﹤0.01%	1007
2024 Q2	$55	Buy	+4	New	+$54	﹤0.01%	957

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

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

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 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

MV Capital Management's RKT Position: Q3 2026 in Review

MV Capital Management reduced its Rocket Companies (RKT) stake by 28% in Q3 2026, selling an estimated $192 and leaving 36 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

MV Capital Management first reported a position in RKT in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.73K in Q3 2025. 401 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

MV Capital Management held 36 shares of Rocket Companies worth $415 as of Q3 2026.
MV Capital Management sold 14 Rocket Companies shares in Q3 2026, an estimated $192.
Rocket Companies made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #1040 holding.
MV Capital Management first reported a position in Rocket Companies in Q2 2024 and has held it in 10 quarters since.
MV Capital Management's Rocket Companies position peaked at $2.73K in Q3 2025.
401 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.