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O'Shaughnessy Asset Management’s Rocket Companies RKT Stock Holding History

O'Shaughnessy 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
Q1 		$2M Sell
140,608
-2,294
-2% -$41.7K 0.01% 881
2025
Q4 		$2.77M Buy
+142,902
New +$2.56M 0.02% 713

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

O'Shaughnessy Asset Management's RKT Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its Rocket Companies (RKT) stake by 1.6% in Q1 2026, selling an estimated $41.7K and leaving 140,608 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #881.

O'Shaughnessy Asset Management first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.77M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • O'Shaughnessy Asset Management held 140,608 shares of Rocket Companies worth $2M as of Q1 2026.
  • O'Shaughnessy Asset Management sold 2,294 Rocket Companies shares in Q1 2026, an estimated $41.7K.
  • Rocket Companies made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #881 holding.
  • O'Shaughnessy Asset Management first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • O'Shaughnessy Asset Management's Rocket Companies position peaked at $2.77M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.