Oppenheimer & Co’s Rocket Companies RKT Stock Holding History

Oppenheimer & Co’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	$161K	Sell	10,252 -5,901	-37%	-$85.1K	﹤0.01%	1683
2026 Q1	$230K	Buy	16,153 +5,342	+49%	+$97.2K	﹤0.01%	1506
2025 Q4	$209K	Sell	10,811 -52,854	-83%	-$945K	﹤0.01%	1418
2025 Q3	$1.23M	Buy	+63,665	New	+$1.11M	0.02%	795
2022 Q3	–	Sell	-69,490	Closed	-$511K	–	1449
2022 Q2	$511K	Buy	69,490 +7,390	+12%	+$63.8K	0.01%	912
2022 Q1	$690K	Buy	62,100 +49,318	+386%	+$610K	0.01%	885
2021 Q4	$179K	Sell	12,782 -21,282	-62%	-$339K	﹤0.01%	1407
2021 Q3	$546K	Sell	34,064 -4,681	-12%	-$81.8K	0.01%	984
2021 Q2	$750K	Buy	38,745 +1,739	+5%	+$35.2K	0.01%	860
2021 Q1	$854K	Buy	37,006 +755	+2%	+$16.9K	0.02%	758
2020 Q4	$732K	Buy	36,251 +4,453	+14%	+$94K	0.02%	750
2020 Q3	$633K	Buy	+31,798	New	+$742K	0.02%	731

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

Oppenheimer & Co's RKT Position: Q2 2026 in Review

Oppenheimer & Co reduced its Rocket Companies (RKT) stake by 37% in Q2 2026, selling an estimated $85.1K and leaving 10,252 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Oppenheimer & Co first reported a position in RKT in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.23M in Q3 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Oppenheimer & Co held 10,252 shares of Rocket Companies worth $161K as of Q2 2026.
Oppenheimer & Co sold 5,901 Rocket Companies shares in Q2 2026, an estimated $85.1K.
Rocket Companies made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1683 holding.
Oppenheimer & Co first reported a position in Rocket Companies in Q3 2020 and has held it in 12 quarters since.
Oppenheimer & Co's Rocket Companies position peaked at $1.23M in Q3 2025.
794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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