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
2024
Q4 		– Sell
-40
Closed -$6.83K – 7591
2024
Q3 		$6.83K Buy
+40
New +$702 ﹤0.01% 6057

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Osaic Holdings's RKT Position: Q1 2026 in Review

Osaic Holdings reduced its Rocket Companies (RKT) stake by 14% in Q1 2026, selling an estimated $400K and leaving 136,519 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Osaic Holdings first reported a position in RKT in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.07M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Osaic Holdings held 136,519 shares of Rocket Companies worth $1.95M as of Q1 2026.
  • Osaic Holdings sold 21,987 Rocket Companies shares in Q1 2026, an estimated $400K.
  • Rocket Companies made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2100 holding.
  • Osaic Holdings first reported a position in Rocket Companies in Q3 2020 and has held it in 23 quarters since.
  • Osaic Holdings's Rocket Companies position peaked at $3.07M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.