North Capital’s Rocket Companies RKT Stock Holding History

North Capital’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
2025 Q3	–	Sell	-1,820	Closed	-$25.8K	–	746
2025 Q2	$25.8K	Buy	1,820 +1,350	+287%	+$17.5K	0.02%	281
2025 Q1	$5.67K	Buy	+470	New	+$6.06K	0.01%	424

Other funds holding RKT

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

North Capital's RKT Position: Q3 2025 in Review

North Capital sold out of Rocket Companies (RKT) in Q3 2025, closing a stake of 1,820 shares — an estimated $25.8K sold.

North Capital first reported a position in RKT in Q1 2025 and held it in 2 quarters. The position peaked at $25.8K in Q2 2025. 508 funds tracked by Wall St. Rank hold RKT as of Q3 2025.

North Capital reported no remaining Rocket Companies position as of Q3 2025 after selling out during the quarter.
North Capital sold 1,820 Rocket Companies shares in Q3 2025, an estimated $25.8K.
North Capital first reported a position in Rocket Companies in Q1 2025 and held it in 2 quarters.
North Capital's Rocket Companies position peaked at $25.8K in Q2 2025.
508 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2025.

Based on North Capital's 13F filing for Q3 2025, filed 9 Oct 2025.