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	$10.7M	Buy	748,400 +499,300	+200%	+$9.08M	﹤0.01%	3253
2025 Q4	$4.82M	Sell	249,100 -1,795,500	-88%	-$32.1M	﹤0.01%	4064
2025 Q3	$39.6M	Buy	2,044,600 +1,554,600	+317%	+$27.1M	0.01%	1863
2025 Q2	$6.95M	Buy	490,000 +440,000	+880%	+$5.71M	﹤0.01%	3516
2025 Q1	$604K	Sell	50,000 -131,600	-72%	-$1.7M	﹤0.01%	5705
2024 Q4	$2.04M	Hold	181,600	–	–	﹤0.01%	4694
2024 Q3	$3.48M	Hold	181,600	–	–	﹤0.01%	3437
2024 Q2	$2.49M	Buy	181,600 +50,600	+39%	+$684K	﹤0.01%	3539
2024 Q1	$1.91M	Sell	131,000 -71,900	-35%	-$892K	﹤0.01%	4001
2023 Q4	$2.94M	Buy	+202,900	New	+$1.94M	﹤0.01%	3396

Other funds holding RKT

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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.