R Squared’s Rocket Companies RKT Stock Holding History

R Squared’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
2025 Q4	–	Sell	-23,237	Closed	-$450K	–	684
2025 Q3	$450K	Buy	23,237 +4,466	+24%	+$77.9K	0.19%	163
2025 Q2	$266K	Buy	+18,771	New	+$244K	0.15%	246

Other funds holding RKT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

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

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

R Squared's RKT Position: Q4 2025 in Review

R Squared sold out of Rocket Companies (RKT) in Q4 2025, closing a stake of 23,237 shares — an estimated $450K sold.

R Squared first reported a position in RKT in Q2 2025 and held it in 2 quarters. The position peaked at $450K in Q3 2025. 787 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

R Squared reported no remaining Rocket Companies position as of Q4 2025 after selling out during the quarter.
R Squared sold 23,237 Rocket Companies shares in Q4 2025, an estimated $450K.
R Squared first reported a position in Rocket Companies in Q2 2025 and held it in 2 quarters.
R Squared's Rocket Companies position peaked at $450K in Q3 2025.
787 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.