Pine Valley Investments’s Rocket Companies RKT Stock Holding History

Pine Valley Investments’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	$181K	Sell	12,701 -8,600	-40%	-$156K	0.01%	545
2025 Q4	$412K	Buy	21,301 +10,455	+96%	+$187K	0.02%	386
2025 Q3	$210K	Buy	10,846 +501	+5%	+$8.74K	0.01%	515
2025 Q2	$147K	Hold	10,345	–	–	0.01%	520
2025 Q1	$130K	Buy	+10,345	New	+$133K	0.01%	514
2024 Q2	–	Sell	-10,094	Closed	-$147K	–	513
2024 Q1	$147K	Buy	+10,094	New	+$125K	0.01%	468
2023 Q3	–	Sell	-10,402	Closed	-$93.2K	–	493
2023 Q2	$93.2K	Hold	10,402	–	–	0.01%	402
2023 Q1	$86K	Buy	+10,402	New	+$89.7K	0.01%	291

Other funds holding RKT

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pine Valley Investments's RKT Position: Q1 2026 in Review

Pine Valley Investments reduced its Rocket Companies (RKT) stake by 40% in Q1 2026, selling an estimated $156K and leaving 12,701 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #545.

Pine Valley Investments first reported a position in RKT in Q1 2023 and has held it in 8 quarters since. The position peaked at $412K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

Pine Valley Investments held 12,701 shares of Rocket Companies worth $181K as of Q1 2026.
Pine Valley Investments sold 8,600 Rocket Companies shares in Q1 2026, an estimated $156K.
Rocket Companies made up 0.01% of Pine Valley Investments's portfolio in Q1 2026, its #545 holding.
Pine Valley Investments first reported a position in Rocket Companies in Q1 2023 and has held it in 8 quarters since.
Pine Valley Investments's Rocket Companies position peaked at $412K in Q4 2025.
817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Pine Valley Investments's 13F filing for Q1 2026, filed 8 Jun 2026.