Sherbrooke Park Advisers’s Rocket Companies RKT Stock Holding History

Sherbrooke Park Advisers’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 Q2	–	Sell	-10,198	Closed	-$123K	–	739
2025 Q1	$123K	Buy	+10,198	New	+$132K	0.06%	490
2024 Q3	–	Sell	-21,486	Closed	-$294K	–	1206
2024 Q2	$294K	Sell	21,486 -1,365	-6%	-$18.4K	0.05%	636
2024 Q1	$332K	Buy	+22,851	New	+$284K	0.06%	521
2023 Q4	–	Sell	-102,113	Closed	-$835K	–	643
2023 Q3	$835K	Buy	+102,113	New	+$1.03M	0.27%	141
2023 Q2	–	Sell	-11,895	Closed	-$108K	–	381
2023 Q1	$108K	Buy	+11,895	New	+$103K	0.16%	172

Other funds holding RKT

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Sherbrooke Park Advisers's RKT Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Rocket Companies (RKT) in Q2 2025, closing a stake of 10,198 shares — an estimated $123K sold.

Sherbrooke Park Advisers first reported a position in RKT in Q1 2023 and held it in 5 quarters. The position peaked at $835K in Q3 2023. 375 funds tracked by Wall St. Rank hold RKT as of Q2 2025.

Sherbrooke Park Advisers reported no remaining Rocket Companies position as of Q2 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 10,198 Rocket Companies shares in Q2 2025, an estimated $123K.
Sherbrooke Park Advisers first reported a position in Rocket Companies in Q1 2023 and held it in 5 quarters.
Sherbrooke Park Advisers's Rocket Companies position peaked at $835K in Q3 2023.
375 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.