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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
-1,000
Closed -$650 – 1182
2025
Q3 		$650 Buy
+1,000
New +$17.4K ﹤0.01% 1129

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 $5.71B AUM 7.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 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.