Swiss Life Asset Management’s Rocket Companies RKT Stock Holding History

Swiss Life Asset Management’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	$1.64M	Buy	103,848 +23,402	+29%	+$337K	0.01%	608
2026 Q1	$1.15M	Buy	80,446 +23,493	+41%	+$427K	0.01%	632
2025 Q4	$1.1M	Buy	+56,953	New	+$1.02M	0.01%	627

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Swiss Life Asset Management's RKT Position: Q2 2026 in Review

Swiss Life Asset Management increased its Rocket Companies (RKT) stake by 29% in Q2 2026, buying an estimated $337K and bringing the position to 103,848 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #608.

Swiss Life Asset Management first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. 487 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Swiss Life Asset Management held 103,848 shares of Rocket Companies worth $1.64M as of Q2 2026.
Swiss Life Asset Management bought 23,402 Rocket Companies shares in Q2 2026, an estimated $337K.
Rocket Companies made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #608 holding.
Swiss Life Asset Management first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
487 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.