Oppenheimer Asset Management’s Rocket Companies RKT Stock Holding History

Oppenheimer Asset 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	$782K	Sell	49,633 -15,411	-24%	-$222K	0.01%	792
2026 Q1	$927K	Buy	65,044 +5,332	+9%	+$97K	0.01%	742
2025 Q4	$1.16M	Buy	59,712 +25,497	+75%	+$456K	0.01%	643
2025 Q3	$663K	Buy	34,215 +22,747	+198%	+$397K	0.01%	845
2025 Q2	$163K	Buy	+11,468	New	+$149K	﹤0.01%	1119

Other funds holding RKT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Oppenheimer Asset Management's RKT Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its Rocket Companies (RKT) stake by 24% in Q2 2026, selling an estimated $222K and leaving 49,633 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #792.

Oppenheimer Asset Management first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.16M in Q4 2025. 354 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Oppenheimer Asset Management held 49,633 shares of Rocket Companies worth $782K as of Q2 2026.
Oppenheimer Asset Management sold 15,411 Rocket Companies shares in Q2 2026, an estimated $222K.
Rocket Companies made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #792 holding.
Oppenheimer Asset Management first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
Oppenheimer Asset Management's Rocket Companies position peaked at $1.16M in Q4 2025.
354 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.