Simplex Trading
RKT icon

Simplex Trading’s Rocket Companies RKT Stock Holding History

Simplex Trading’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 		– Sell
-82,169
Closed -$1.18M – 10141
2026
Q1 		$1.17M Buy
+82,169
New +$1.49M ﹤0.01% 2323
2024
Q4 		– Sell
-376
Closed -$5.6K – 9449
2024
Q3 		$7K Sell
376
-130,983
-100% -$2.3M ﹤0.01% 7454
2024
Q2 		$1.8M Buy
131,359
+45,749
+53% +$618K ﹤0.01% 2305
2024
Q1 		$1.25M Buy
85,610
+53,410
+166% +$663K ﹤0.01% 2889
2023
Q4 		$466K Buy
+32,200
New +$308K ﹤0.01% 3778
2023
Q3 		– Sell
-4,000
Closed -$40.4K – 9636
2023
Q2 		$35K Hold
4,000
– – ﹤0.01% 6192
2023
Q1 		$36K Hold
4,000
– – ﹤0.01% 6302
2022
Q4 		$28K Hold
4,000
– – ﹤0.01% 6554
2022
Q3 		$25K Hold
4,000
– – ﹤0.01% 7286
2022
Q2 		$29K Sell
4,000
-81,574
-95% -$705K ﹤0.01% 7201
2022
Q1 		$951K Sell
85,574
-254,688
-75% -$3.15M ﹤0.01% 2988
2021
Q4 		$4.76M Sell
340,262
-291,384
-46% -$4.64M ﹤0.01% 1242
2021
Q3 		$12M Buy
631,646
+25,160
+4% +$440K 0.01% 648
2021
Q2 		$11.7M Buy
606,486
+325,936
+116% +$6.6M 0.01% 651
2021
Q1 		$6.48M Buy
280,550
+206,579
+279% +$4.62M 0.01% 651
2020
Q4 		$1.5M Buy
73,971
+71,571
+2,982% +$1.51M ﹤0.01% 2078
2020
Q3 		$47K Buy
+2,400
New +$56K ﹤0.01% 5659

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Simplex Trading's RKT Position: Q2 2026 in Review

Simplex Trading sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 82,169 shares — an estimated $1.18M sold.

Simplex Trading first reported a position in RKT in Q3 2020 and held it in 17 quarters. The position peaked at $12M in Q3 2021. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Simplex Trading reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 82,169 Rocket Companies shares in Q2 2026, an estimated $1.18M.
  • Simplex Trading first reported a position in Rocket Companies in Q3 2020 and held it in 17 quarters.
  • Simplex Trading's Rocket Companies position peaked at $12M in Q3 2021.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.