TIM
RKT icon

Tortoise Investment Management’s Rocket Companies RKT Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-411
Closed -$7.97K – 1183
2025
Q3 		$7.97K Buy
411
+200
+95% +$3.49K ﹤0.01% 641
2025
Q2 		$3K Buy
211
+11
+6% +$143 ﹤0.01% 722
2025
Q1 		$2.41K Hold
200
– – ﹤0.01% 691
2024
Q4 		$2.25K Sell
200
-100
-33% -$1.49K ﹤0.01% 754
2024
Q3 		$5.76K Buy
+300
New +$5.26K ﹤0.01% 679
2021
Q3 		– Sell
-200
Closed -$4K – 633
2021
Q2 		$4K Hold
200
– – ﹤0.01% 540
2021
Q1 		$5K Sell
200
-200
-50% -$4.47K ﹤0.01% 503
2020
Q4 		$8K Buy
+400
New +$8.44K ﹤0.01% 444

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tortoise Investment Management's RKT Position: Q4 2025 in Review

Tortoise Investment Management sold out of Rocket Companies (RKT) in Q4 2025, closing a stake of 411 shares — an estimated $7.97K sold.

Tortoise Investment Management first reported a position in RKT in Q4 2020 and held it in 8 quarters. The position peaked at $8K in Q4 2020. 786 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

  • Tortoise Investment Management reported no remaining Rocket Companies position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 411 Rocket Companies shares in Q4 2025, an estimated $7.97K.
  • Tortoise Investment Management first reported a position in Rocket Companies in Q4 2020 and held it in 8 quarters.
  • Tortoise Investment Management's Rocket Companies position peaked at $8K in Q4 2020.
  • 786 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.