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ORG Partners’s Rocket Companies RKT Stock Holding History

ORG Partners’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
2025
Q4 		$55.3K Buy
2,857
+520
+22% +$9.3K 0.01% 564
2025
Q3 		$45.3K Buy
2,337
+1,405
+151% +$24.5K 0.01% 607
2025
Q2 		$13.5K Buy
932
+535
+135% +$6.94K ﹤0.01% 843
2025
Q1 		$5K Buy
+397
New +$5.12K ﹤0.01% 937

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ORG Partners's RKT Position: Q4 2025 in Review

ORG Partners increased its Rocket Companies (RKT) stake by 22% in Q4 2025, buying an estimated $9.3K and bringing the position to 2,857 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #564.

ORG Partners first reported a position in RKT in Q1 2025 and has held it in 4 quarters since. 787 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

  • ORG Partners held 2,857 shares of Rocket Companies worth $55.3K as of Q4 2025.
  • ORG Partners bought 520 Rocket Companies shares in Q4 2025, an estimated $9.3K.
  • Rocket Companies made up 0.01% of ORG Partners's portfolio in Q4 2025, its #564 holding.
  • ORG Partners first reported a position in Rocket Companies in Q1 2025 and has held it in 4 quarters since.
  • 787 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.