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TwinBeech Capital’s Rocket Companies RKT Stock Holding History

TwinBeech Capital’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
-131,871
Closed -$1.88M – 637
2026
Q1 		$1.88M Buy
+131,871
New +$2.4M 0.19% 151
2025
Q2 		– Sell
-77,092
Closed -$931K – 937
2025
Q1 		$931K Buy
+77,092
New +$995K 0.02% 496
2024
Q4 		– Sell
-263,423
Closed -$5.06M – 879
2024
Q3 		$5.06M Buy
263,423
+156,441
+146% +$2.75M 0.1% 244
2024
Q2 		$1.47M Buy
+106,982
New +$1.45M 0.03% 365
2023
Q3 		– Sell
-38,206
Closed -$342K – 857
2023
Q2 		$342K Buy
+38,206
New +$332K 0.01% 533
2022
Q1 		– Sell
-125,072
Closed -$1.75M – 710
2021
Q4 		$1.75M Buy
+125,072
New +$1.99M 0.1% 253

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

TwinBeech Capital's RKT Position: Q2 2026 in Review

TwinBeech Capital sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 131,871 shares — an estimated $1.88M sold.

TwinBeech Capital first reported a position in RKT in Q4 2021 and held it in 6 quarters. The position peaked at $5.06M in Q3 2024. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • TwinBeech Capital reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 131,871 Rocket Companies shares in Q2 2026, an estimated $1.88M.
  • TwinBeech Capital first reported a position in Rocket Companies in Q4 2021 and held it in 6 quarters.
  • TwinBeech Capital's Rocket Companies position peaked at $5.06M in Q3 2024.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.