UBS AM
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UBS AM’s Rocket Companies RKT Stock Holding History

UBS AM’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 		$82.8M Buy
5,259,006
+1,418,660
+37% +$20.5M 0.02% 550
2026
Q1 		$54.7M Buy
3,840,346
+373,139
+11% +$6.79M 0.01% 603
2025
Q4 		$67.1M Buy
3,467,207
+3,152,387
+1,001% +$56.4M 0.01% 559
2025
Q3 		$6.1M Sell
314,820
-2,814,621
-90% -$49.1M ﹤0.01% 1276
2025
Q2 		$44.4M Buy
3,129,441
+2,758,822
+744% +$35.8M 0.01% 735
2025
Q1 		$4.47M Buy
370,619
+40,326
+12% +$520K ﹤0.01% 1628
2024
Q4 		$3.72M Buy
330,293
+46,856
+17% +$697K ﹤0.01% 1755
2024
Q3 		$5.44M Buy
283,437
+7,824
+3% +$137K ﹤0.01% 1527
2024
Q2 		$3.78M Buy
275,613
+118,117
+75% +$1.6M ﹤0.01% 1649
2024
Q1 		$2.29M Buy
157,496
+40,919
+35% +$508K ﹤0.01% 1629
2023
Q4 		$1.69M Buy
116,577
+7,873
+7% +$75.4K ﹤0.01% 1775
2023
Q3 		$889K Sell
108,704
-1,056
-1% -$10.7K ﹤0.01% 2019
2023
Q2 		$994K Hold
109,760
– – ﹤0.01% 2011
2023
Q1 		$994K Sell
109,760
-34,820
-24% -$300K ﹤0.01% 2011
2022
Q4 		$1.01M Sell
144,580
-28,200
-16% -$206K ﹤0.01% 1851
2022
Q3 		$1.09M Sell
172,780
-7,009
-4% -$60.9K ﹤0.01% 1912
2022
Q2 		$1.32M Sell
179,789
-6,130
-3% -$52.9K ﹤0.01% 1818
2022
Q1 		$2.07M Sell
185,919
-29,506
-14% -$365K ﹤0.01% 1781
2021
Q4 		$3.02M Sell
215,425
-7,375
-3% -$117K ﹤0.01% 1672
2021
Q3 		$3.57M Sell
222,800
-7,538
-3% -$132K ﹤0.01% 1524
2021
Q2 		$4.46M Sell
230,338
-534,929
-70% -$10.8M ﹤0.01% 1429
2021
Q1 		$17.7M Buy
765,267
+534,731
+232% +$12M 0.01% 894
2020
Q4 		$4.66M Buy
230,536
+194,958
+548% +$4.11M ﹤0.01% 1322
2020
Q3 		$709K Buy
+35,578
New +$830K ﹤0.01% 1975

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

UBS AM's RKT Position: Q2 2026 in Review

UBS AM increased its Rocket Companies (RKT) stake by 37% in Q2 2026, buying an estimated $20.5M and bringing the position to 5,259,006 shares worth $82.8M. The position accounts for 0.02% of the portfolio, ranked #550.

UBS AM first reported a position in RKT in Q3 2020 and has held it in 24 quarters since. 787 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • UBS AM held 5,259,006 shares of Rocket Companies worth $82.8M as of Q2 2026.
  • UBS AM bought 1,418,660 Rocket Companies shares in Q2 2026, an estimated $20.5M.
  • Rocket Companies made up 0.02% of UBS AM's portfolio in Q2 2026, its #550 holding.
  • UBS AM first reported a position in Rocket Companies in Q3 2020 and has held it in 24 quarters since.
  • 787 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.