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 Q2	$1.81K	Buy	115 +84	+271%	+$1.21K	﹤0.01%	1436
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

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

North Star Investment Management's RKT Position: Q2 2026 in Review

North Star Investment Management increased its Rocket Companies (RKT) stake by 271% in Q2 2026, buying an estimated $1.21K and bringing the position to 115 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

North Star Investment Management first reported a position in RKT in Q3 2020 and has held it in 20 quarters since. The position peaked at $12K in Q1 2021. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

North Star Investment Management held 115 shares of Rocket Companies worth $1.81K as of Q2 2026.
North Star Investment Management bought 84 Rocket Companies shares in Q2 2026, an estimated $1.21K.
Rocket Companies made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1436 holding.
North Star Investment Management first reported a position in Rocket Companies in Q3 2020 and has held it in 20 quarters since.
North Star Investment Management's Rocket Companies position peaked at $12K in Q1 2021.
797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.