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

AE 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
Q2 		$1.33M Buy
13,107
+2,676
+26% +$267K 0.01% 806
2026
Q1 		$670K Buy
10,431
+2,950
+39% +$222K ﹤0.01% 978
2025
Q4 		$522K Sell
7,481
-12,245
-62% -$702K ﹤0.01% 1035
2025
Q3 		$945K Buy
19,726
+11,927
+153% +$541K 0.01% 765
2025
Q2 		$279K Sell
7,799
-2,452
-24% -$60K ﹤0.01% 1146
2025
Q1 		$183K Buy
+10,251
New +$246K ﹤0.01% 1301

Other funds holding RKLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's RKLB Position: Q2 2026 in Review

AE Wealth Management increased its Rocket Lab Corp (RKLB) stake by 26% in Q2 2026, buying an estimated $267K and bringing the position to 13,107 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #806.

AE Wealth Management first reported a position in RKLB in Q1 2025 and has held it in 6 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • AE Wealth Management held 13,107 shares of Rocket Lab Corp worth $1.33M as of Q2 2026.
  • AE Wealth Management bought 2,676 Rocket Lab Corp shares in Q2 2026, an estimated $267K.
  • Rocket Lab Corp made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #806 holding.
  • AE Wealth Management first reported a position in Rocket Lab Corp in Q1 2025 and has held it in 6 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

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