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Rothschild Investment LLC’s Rocket Companies RKT Stock Holding History

Rothschild Investment LLC’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 		$88.5K Buy
5,616
+5,223
+1,329% +$75.3K ﹤0.01% 1090
2026
Q1 		$5.6K Buy
393
+201
+105% +$3.66K ﹤0.01% 1994
2025
Q4 		$3.72K Buy
192
+70
+57% +$1.25K ﹤0.01% 2045
2025
Q3 		$2.36K Buy
122
+62
+103% +$1.08K ﹤0.01% 2124
2025
Q2 		$851 Buy
60
+30
+100% +$389 ﹤0.01% 2553
2025
Q1 		$362 Buy
+30
New +$387 ﹤0.01% 2723

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's RKT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Rocket Companies (RKT) stake by 1,329% in Q2 2026, buying an estimated $75.3K and bringing the position to 5,616 shares worth $88.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Rothschild Investment LLC first reported a position in RKT in Q1 2025 and has held it in 6 quarters since. 354 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Rothschild Investment LLC held 5,616 shares of Rocket Companies worth $88.5K as of Q2 2026.
  • Rothschild Investment LLC bought 5,223 Rocket Companies shares in Q2 2026, an estimated $75.3K.
  • Rocket Companies made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1090 holding.
  • Rothschild Investment LLC first reported a position in Rocket Companies in Q1 2025 and has held it in 6 quarters since.
  • 354 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.