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

UBS Group’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
Q1 		$49.3M Sell
3,459,252
-1,171,465
-25% -$21.3M 0.01% 1658
2025
Q4 		$89.7M Sell
4,630,717
-1,045,805
-18% -$18.7M 0.01% 1097
2025
Q3 		$110M Sell
5,676,522
-4,095,233
-42% -$71.4M 0.02% 959
2025
Q2 		$139M Buy
9,771,755
+7,578,735
+346% +$98.3M 0.02% 744
2025
Q1 		$26.5M Buy
2,193,020
+852,599
+64% +$11M ﹤0.01% 2084
2024
Q4 		$15.1M Buy
1,340,421
+961,885
+254% +$14.3M ﹤0.01% 2637
2024
Q3 		$7.26M Sell
378,536
-84,064
-18% -$1.48M ﹤0.01% 2689
2024
Q2 		$6.34M Buy
462,600
+64,035
+16% +$865K ﹤0.01% 2628
2024
Q1 		$5.8M Buy
398,565
+270,282
+211% +$3.35M ﹤0.01% 2813
2023
Q4 		$1.86M Buy
128,283
+31,187
+32% +$299K ﹤0.01% 3904
2023
Q3 		$794K Buy
97,096
+1,177
+1% +$11.9K ﹤0.01% 4290
2023
Q2 		$859K Buy
95,919
+14,291
+18% +$124K ﹤0.01% 4374
2023
Q1 		$740K Buy
81,628
+45,868
+128% +$396K ﹤0.01% 4372
2022
Q4 		$250K Sell
35,760
-6,628
-16% -$48.4K ﹤0.01% 5274
2022
Q3 		$268K Buy
42,388
+10,182
+32% +$88.5K ﹤0.01% 4852
2022
Q2 		$237K Sell
32,206
-17,666
-35% -$153K ﹤0.01% 4780
2022
Q1 		$555K Sell
49,872
-32,491
-39% -$402K ﹤0.01% 4608
2021
Q4 		$1.15M Sell
82,363
-108,081
-57% -$1.72M ﹤0.01% 4256
2021
Q3 		$3.05M Sell
190,444
-7,102
-4% -$124K ﹤0.01% 3185
2021
Q2 		$3.82M Buy
197,546
+29,579
+18% +$599K ﹤0.01% 2959
2021
Q1 		$3.88M Sell
167,967
-27,674
-14% -$619K ﹤0.01% 2878
2020
Q4 		$3.96M Buy
195,641
+78,044
+66% +$1.65M ﹤0.01% 2705
2020
Q3 		$2.34M Buy
+117,597
New +$2.74M ﹤0.01% 2905

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

UBS Group's RKT Position: Q1 2026 in Review

UBS Group reduced its Rocket Companies (RKT) stake by 25% in Q1 2026, selling an estimated $21.3M and leaving 3,459,252 shares worth $49.3M. The position accounts for 0.01% of the portfolio, ranked #1658.

UBS Group first reported a position in RKT in Q3 2020 and has held it in 23 quarters since. The position peaked at $139M in Q2 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • UBS Group held 3,459,252 shares of Rocket Companies worth $49.3M as of Q1 2026.
  • UBS Group sold 1,171,465 Rocket Companies shares in Q1 2026, an estimated $21.3M.
  • Rocket Companies made up 0.01% of UBS Group's portfolio in Q1 2026, its #1658 holding.
  • UBS Group first reported a position in Rocket Companies in Q3 2020 and has held it in 23 quarters since.
  • UBS Group's Rocket Companies position peaked at $139M in Q2 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.