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 Q2	$4.86M	Sell	308,300 -440,100	-59%	-$6.34M	﹤0.01%	4197
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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group's RKT Position: Q2 2026 in Review

UBS Group increased its Rocket Companies (RKT) stake by 69% in Q2 2026, buying an estimated $34.6M and bringing the position to 5,857,191 shares worth $92.3M. The position accounts for 0.01% of the portfolio, ranked #1181.

UBS Group first reported a position in RKT in Q3 2020 and has held it in 24 quarters since. The position peaked at $139M in Q2 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

UBS Group held 5,857,191 shares of Rocket Companies worth $92.3M as of Q2 2026.
UBS Group bought 2,397,939 Rocket Companies shares in Q2 2026, an estimated $34.6M.
Rocket Companies made up 0.01% of UBS Group's portfolio in Q2 2026, its #1181 holding.
UBS Group first reported a position in Rocket Companies in Q3 2020 and has held it in 24 quarters since.
UBS Group's Rocket Companies position peaked at $139M in Q2 2025.
794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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