Ossiam’s Rocket Companies RKT Stock Holding History

Ossiam’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	$4.42M	Buy	280,901 +103,847	+59%	+$1.5M	0.06%	186
2026 Q1	$2.52M	Buy	177,054 +156,899	+778%	+$2.85M	0.04%	141
2025 Q4	$390K	Buy	20,155 +17,896	+792%	+$320K	0.01%	302
2025 Q3	$43.8K	Sell	2,259 -12,913	-85%	-$225K	﹤0.01%	657
2025 Q2	$215K	Hold	15,172	–	–	﹤0.01%	541
2025 Q1	$183K	Sell	15,172 -3,449	-19%	-$44.5K	﹤0.01%	509
2024 Q4	$210K	Buy	18,621 +13,668	+276%	+$203K	﹤0.01%	522
2024 Q3	$95K	Buy	+4,953	New	+$86.9K	﹤0.01%	573
2024 Q1	–	Sell	-12,950	Closed	-$188K	–	673
2023 Q4	$188K	Hold	12,950	–	–	﹤0.01%	591
2023 Q3	$106K	Sell	12,950 -306	-2%	-$3.09K	﹤0.01%	629
2023 Q2	$119K	Buy	13,256 +8,226	+164%	+$71.6K	﹤0.01%	661
2023 Q1	$45.6K	Buy	5,030 +2,164	+76%	+$18.7K	﹤0.01%	686
2022 Q4	$20.1K	Hold	2,866	–	–	﹤0.01%	701
2022 Q3	$18K	Buy	+2,866	New	+$24.9K	﹤0.01%	707

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ossiam's RKT Position: Q2 2026 in Review

Ossiam increased its Rocket Companies (RKT) stake by 59% in Q2 2026, buying an estimated $1.5M and bringing the position to 280,901 shares worth $4.42M. The position accounts for 0.06% of the portfolio, ranked #186.

Ossiam first reported a position in RKT in Q3 2022 and has held it in 14 quarters since. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Ossiam held 280,901 shares of Rocket Companies worth $4.42M as of Q2 2026.
Ossiam bought 103,847 Rocket Companies shares in Q2 2026, an estimated $1.5M.
Rocket Companies made up 0.06% of Ossiam's portfolio in Q2 2026, its #186 holding.
Ossiam first reported a position in Rocket Companies in Q3 2022 and has held it in 14 quarters since.
794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.