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S.A. Mason’s Rocket Companies RKT Stock Holding History

S.A. Mason’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
Q3 		– Sell
-2,500
Closed -$35.5K – 338
2025
Q2 		$35.5K Hold
2,500
– – 0.02% 308
2025
Q1 		$30.2K Hold
2,500
– – 0.02% 304
2024
Q4 		$28.1K Hold
2,500
– – 0.01% 301
2024
Q3 		$48K Hold
2,500
– – 0.03% 270
2024
Q2 		$34.3K Hold
2,500
– – 0.02% 272
2024
Q1 		$36.4K Hold
2,500
– – 0.02% 264
2023
Q4 		$36.2K Hold
2,500
– – 0.02% 260
2023
Q3 		$20.4K Sell
2,500
-1,000
-29% -$10.1K 0.01% 282
2023
Q2 		$31.7K Hold
3,500
– – 0.02% 273
2023
Q1 		$31.7K Buy
+3,500
New +$30.2K 0.02% 273

Other funds holding RKT

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

S.A. Mason's RKT Position: Q3 2025 in Review

S.A. Mason sold out of Rocket Companies (RKT) in Q3 2025, closing a stake of 2,500 shares — an estimated $35.5K sold.

S.A. Mason first reported a position in RKT in Q1 2023 and held it in 10 quarters. The position peaked at $48K in Q3 2024. 508 funds tracked by Wall St. Rank hold RKT as of Q3 2025.

  • S.A. Mason reported no remaining Rocket Companies position as of Q3 2025 after selling out during the quarter.
  • S.A. Mason sold 2,500 Rocket Companies shares in Q3 2025, an estimated $35.5K.
  • S.A. Mason first reported a position in Rocket Companies in Q1 2023 and held it in 10 quarters.
  • S.A. Mason's Rocket Companies position peaked at $48K in Q3 2024.
  • 508 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.