Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Rocket Companies RKT Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$1.25M Sell
79,609
-22,370
-22% -$322K ﹤0.01% 1476
2026
Q1 		$1.45M Buy
101,979
+20,163
+25% +$367K ﹤0.01% 1373
2025
Q4 		$1.58M Buy
+81,816
New +$1.46M ﹤0.01% 1337

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

Universal-Beteiligungs- und Servicegesellschaft's RKT Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Rocket Companies (RKT) stake by 22% in Q2 2026, selling an estimated $322K and leaving 79,609 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.58M in Q4 2025. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 79,609 shares of Rocket Companies worth $1.25M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 22,370 Rocket Companies shares in Q2 2026, an estimated $322K.
  • Rocket Companies made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1476 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Rocket Companies position peaked at $1.58M in Q4 2025.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.