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SONA Asset Management (US)’s Rocket Companies RKT Stock Holding History

SONA Asset Management (US)’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
Q1 		– Sell
-100,000
Closed -$1.82M – 380
2025
Q4 		$1.94M Buy
+100,000
New +$1.79M 0.04% 116

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

SONA Asset Management (US)'s RKT Position: Q1 2026 in Review

SONA Asset Management (US) sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 100,000 shares — an estimated $1.82M sold.

SONA Asset Management (US) first reported a position in RKT in Q4 2025 and held it in 1 quarter. The position peaked at $1.94M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • SONA Asset Management (US) reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
  • SONA Asset Management (US) sold 100,000 Rocket Companies shares in Q1 2026, an estimated $1.82M.
  • SONA Asset Management (US) first reported a position in Rocket Companies in Q4 2025 and held it in 1 quarter.
  • SONA Asset Management (US)'s Rocket Companies position peaked at $1.94M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on SONA Asset Management (US)'s 13F filing for Q1 2026, filed 15 May 2026.