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VELA Investment Management’s Rocket Companies RKT Stock Holding History

VELA Investment Management’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 		$549K Hold
34,876
– – 0.12% 139
2026
Q1 		$497K Sell
34,876
-8,211
-19% -$149K 0.11% 146
2025
Q4 		$834K Buy
+43,087
New +$770K 0.2% 131

Other funds holding RKT

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

VELA Investment Management's RKT Position: Q2 2026 in Review

VELA Investment Management held its Rocket Companies (RKT) position steady in Q2 2026 at 34,876 shares worth $549K. The position accounts for 0.12% of the portfolio, ranked #139.

VELA Investment Management first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $834K in Q4 2025. 257 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • VELA Investment Management held 34,876 shares of Rocket Companies worth $549K as of Q2 2026.
  • VELA Investment Management left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up 0.12% of VELA Investment Management's portfolio in Q2 2026, its #139 holding.
  • VELA Investment Management first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • VELA Investment Management's Rocket Companies position peaked at $834K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on VELA Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.