Osaic Holdings
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Osaic Holdings’s Rocket Companies RKT Stock Holding History

Osaic Holdings’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 		$2.6M Buy
165,149
+28,630
+21% +$413K ﹤0.01% 2083
2026
Q1 		$1.95M Sell
136,519
-21,987
-14% -$400K ﹤0.01% 2100
2025
Q4 		$3.07M Buy
158,506
+25,107
+19% +$449K ﹤0.01% 1749
2025
Q3 		$2.55M Buy
133,399
+103,538
+347% +$1.81M ﹤0.01% 1967
2025
Q2 		$423K Buy
29,861
+9,475
+46% +$123K ﹤0.01% 3285
2025
Q1 		$246K Buy
20,386
+2,177
+12% +$28.1K ﹤0.01% 3465
2024
Q4 		$205K Sell
18,209
-14,730
-45% -$219K ﹤0.01% 3575
2024
Q3 		$632K Buy
32,939
+676
+2% +$11.9K ﹤0.01% 2657
2024
Q2 		$442K Sell
32,263
-226
-0.7% -$3.05K ﹤0.01% 2875
2024
Q1 		$473K Sell
32,489
-36,733
-53% -$456K ﹤0.01% 2980
2023
Q4 		$1M Sell
69,222
-46,828
-40% -$448K ﹤0.01% 2501
2023
Q3 		$949K Buy
116,050
+14,597
+14% +$148K ﹤0.01% 2674
2023
Q2 		$910K Sell
101,453
-4,154
-4% -$36.1K ﹤0.01% 2612
2023
Q1 		$957K Buy
105,607
+2,824
+3% +$24.4K ﹤0.01% 2519
2022
Q4 		$720K Buy
102,783
+5,971
+6% +$43.6K ﹤0.01% 2698
2022
Q3 		$611K Sell
96,812
-1,287
-1% -$11.2K ﹤0.01% 2697
2022
Q2 		$723K Buy
98,099
+4,732
+5% +$40.9K ﹤0.01% 2579
2022
Q1 		$1.03M Sell
93,367
-15,741
-14% -$195K ﹤0.01% 2553
2021
Q4 		$1.53M Sell
109,108
-957
-0.9% -$15.2K ﹤0.01% 2012
2021
Q3 		$1.77M Buy
110,065
+3,020
+3% +$52.8K ﹤0.01% 1830
2021
Q2 		$2.07M Buy
107,045
+5,183
+5% +$105K ﹤0.01% 1685
2021
Q1 		$2.35M Sell
101,862
-8,993
-8% -$201K 0.01% 1477
2020
Q4 		$2.24M Buy
110,855
+8,813
+9% +$186K 0.01% 1355
2020
Q3 		$2.04M Buy
+102,042
New +$2.38M 0.01% 1294

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings's RKT Position: Q2 2026 in Review

Osaic Holdings increased its Rocket Companies (RKT) stake by 21% in Q2 2026, buying an estimated $413K and bringing the position to 165,149 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Osaic Holdings first reported a position in RKT in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.07M in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Osaic Holdings held 165,149 shares of Rocket Companies worth $2.6M as of Q2 2026.
  • Osaic Holdings bought 28,630 Rocket Companies shares in Q2 2026, an estimated $413K.
  • Rocket Companies made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2083 holding.
  • Osaic Holdings first reported a position in Rocket Companies in Q3 2020 and has held it in 24 quarters since.
  • Osaic Holdings's Rocket Companies position peaked at $3.07M in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.