North Star Investment Management’s Rocket Companies RKT Stock Holding History

North Star Investment 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	$442	Buy	31 +2	+7%	+$36	﹤0.01%	1637
2025 Q4	$561	Buy	+29	New	+$519	﹤0.01%	1454
2024 Q4	–	Sell	-500	Closed	-$9.6K	–	1256
2024 Q3	$9.6K	Hold	500	–	–	﹤0.01%	850
2024 Q2	$6.85K	Hold	500	–	–	﹤0.01%	876
2024 Q1	$7.28K	Hold	500	–	–	﹤0.01%	912
2023 Q4	$7.24K	Hold	500	–	–	﹤0.01%	888
2023 Q3	$4.09K	Hold	500	–	–	﹤0.01%	979
2023 Q2	$4.48K	Hold	500	–	–	﹤0.01%	989
2023 Q1	$4.53K	Hold	500	–	–	﹤0.01%	1000
2022 Q4	$3.5K	Hold	500	–	–	﹤0.01%	1016
2022 Q3	$3K	Hold	500	–	–	﹤0.01%	1005
2022 Q2	$4K	Hold	500	–	–	﹤0.01%	981
2022 Q1	$6K	Hold	500	–	–	﹤0.01%	959
2021 Q4	$7K	Hold	500	–	–	﹤0.01%	965
2021 Q3	$8K	Hold	500	–	–	﹤0.01%	901
2021 Q2	$10K	Hold	500	–	–	﹤0.01%	855
2021 Q1	$12K	Hold	500	–	–	﹤0.01%	768
2020 Q4	$10K	Hold	500	–	–	﹤0.01%	776
2020 Q3	$10K	Buy	+500	New	+$11.7K	﹤0.01%	751

Other funds holding RKT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

SPC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

North Star Investment Management's RKT Position: Q1 2026 in Review

North Star Investment Management increased its Rocket Companies (RKT) stake by 6.9% in Q1 2026, buying an estimated $36 and bringing the position to 31 shares worth $442. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

North Star Investment Management first reported a position in RKT in Q3 2020 and has held it in 19 quarters since. The position peaked at $12K in Q1 2021. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

North Star Investment Management held 31 shares of Rocket Companies worth $442 as of Q1 2026.
North Star Investment Management bought 2 Rocket Companies shares in Q1 2026, an estimated $36.
Rocket Companies made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1637 holding.
North Star Investment Management first reported a position in Rocket Companies in Q3 2020 and has held it in 19 quarters since.
North Star Investment Management's Rocket Companies position peaked at $12K in Q1 2021.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.