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
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

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

Universal-Beteiligungs- und Servicegesellschaft's RKT Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Rocket Companies (RKT) stake by 25% in Q1 2026, buying an estimated $367K and bringing the position to 101,979 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.58M in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 101,979 shares of Rocket Companies worth $1.45M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 20,163 Rocket Companies shares in Q1 2026, an estimated $367K.
  • Rocket Companies made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #1373 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Rocket Companies position peaked at $1.58M in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.