Accurate Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

Accurate Wealth Management’s Portfolio RKLB Stock Details RKLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$455K	Buy	7,088 +50	+0.7%	+$3.6K	0.04%	398
2026 Q2	$570K	Buy	7,038 +578	+9%	+$57.6K	0.05%	320
2026 Q1	$440K	Sell	6,460 -647	-9%	-$48.8K	0.05%	342
2025 Q4	$603K	Buy	7,107 +1,348	+23%	+$77.3K	0.08%	264
2025 Q3	$392K	Sell	5,759 -688	-11%	-$31.2K	0.05%	343
2025 Q2	$252K	Buy	+6,447	New	+$158K	0.04%	389
2023 Q1	–	Sell	-2,410	Closed	-$10.6K	–	1163
2022 Q4	$10.6K	Buy	+2,410	New	+$10.5K	﹤0.01%	842

Other funds holding RKLB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Accurate Wealth Management's RKLB Position: Q3 2026 in Review

Accurate Wealth Management increased its Rocket Lab Corp (RKLB) stake by 0.71% in Q3 2026, buying an estimated $3.6K and bringing the position to 7,088 shares worth $455K. The position accounts for 0.04% of the portfolio, ranked #398.

Accurate Wealth Management first reported a position in RKLB in Q4 2022 and has held it in 7 quarters since. The position peaked at $603K in Q4 2025. 672 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

Accurate Wealth Management held 7,088 shares of Rocket Lab Corp worth $455K as of Q3 2026.
Accurate Wealth Management bought 50 Rocket Lab Corp shares in Q3 2026, an estimated $3.6K.
Rocket Lab Corp made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #398 holding.
Accurate Wealth Management first reported a position in Rocket Lab Corp in Q4 2022 and has held it in 7 quarters since.
Accurate Wealth Management's Rocket Lab Corp position peaked at $603K in Q4 2025.
672 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.