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Oakum Bay Capital’s Rocket Companies RKT Stock Holding History

Oakum Bay 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
2026
Q1 		$14.3K Sell
1,000
-1,500
-60% -$27.3K 0.01% 79
2025
Q4 		$48.4K Buy
+2,500
New +$44.7K 0.02% 58

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Oakum Bay Capital's RKT Position: Q1 2026 in Review

Oakum Bay Capital reduced its Rocket Companies (RKT) stake by 60% in Q1 2026, selling an estimated $27.3K and leaving 1,000 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #79.

Oakum Bay Capital first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $48.4K in Q4 2025. 818 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Oakum Bay Capital held 1,000 shares of Rocket Companies worth $14.3K as of Q1 2026.
  • Oakum Bay Capital sold 1,500 Rocket Companies shares in Q1 2026, an estimated $27.3K.
  • Rocket Companies made up 0.01% of Oakum Bay Capital's portfolio in Q1 2026, its #79 holding.
  • Oakum Bay Capital first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Oakum Bay Capital's Rocket Companies position peaked at $48.4K in Q4 2025.
  • 818 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.