Nicholas Investment Partners’s Rocket Companies RKT Stock Holding History

Nicholas Investment Partners’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	$3.15M	Sell	200,030 -20,140	-9%	-$290K	0.18%	148
2026 Q1	$3.14M	Sell	220,170 -7,702	-3%	-$140K	0.23%	135
2025 Q4	$4.41M	Buy	227,872 +61,580	+37%	+$1.1M	0.32%	117
2025 Q3	$3.22M	Buy	166,292 +68,530	+70%	+$1.2M	0.25%	139
2025 Q2	$1.39M	Buy	+97,762	New	+$1.27M	0.12%	168
2024 Q4	–	Sell	-184,406	Closed	-$3.54M	–	241
2024 Q3	$3.54M	Buy	+184,406	New	+$3.24M	0.32%	121

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nicholas Investment Partners's RKT Position: Q2 2026 in Review

Nicholas Investment Partners reduced its Rocket Companies (RKT) stake by 9.1% in Q2 2026, selling an estimated $290K and leaving 200,030 shares worth $3.15M. The position accounts for 0.18% of the portfolio, ranked #148.

Nicholas Investment Partners first reported a position in RKT in Q3 2024 and has held it in 6 quarters since. The position peaked at $4.41M in Q4 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Nicholas Investment Partners held 200,030 shares of Rocket Companies worth $3.15M as of Q2 2026.
Nicholas Investment Partners sold 20,140 Rocket Companies shares in Q2 2026, an estimated $290K.
Rocket Companies made up 0.18% of Nicholas Investment Partners's portfolio in Q2 2026, its #148 holding.
Nicholas Investment Partners first reported a position in Rocket Companies in Q3 2024 and has held it in 6 quarters since.
Nicholas Investment Partners's Rocket Companies position peaked at $4.41M in Q4 2025.
794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.