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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.54M Sell
97,481
-43,127
-31% -$622K 0.01% 1045
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

O'Shaughnessy Asset Management's RKT Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Rocket Companies (RKT) stake by 31% in Q2 2026, selling an estimated $622K and leaving 97,481 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #1045.

O'Shaughnessy Asset Management first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.77M in Q4 2025. 796 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • O'Shaughnessy Asset Management held 97,481 shares of Rocket Companies worth $1.54M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 43,127 Rocket Companies shares in Q2 2026, an estimated $622K.
  • Rocket Companies made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1045 holding.
  • O'Shaughnessy Asset Management first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • O'Shaughnessy Asset Management's Rocket Companies position peaked at $2.77M in Q4 2025.
  • 796 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.