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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

AE Wealth Management's RKLB Position: Q1 2026 in Review

AE Wealth Management increased its Rocket Lab Corp (RKLB) stake by 39% in Q1 2026, buying an estimated $222K and bringing the position to 10,431 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

AE Wealth Management first reported a position in RKLB in Q1 2025 and has held it in 5 quarters since. The position peaked at $945K in Q3 2025. 872 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • AE Wealth Management held 10,431 shares of Rocket Lab Corp worth $670K as of Q1 2026.
  • AE Wealth Management bought 2,950 Rocket Lab Corp shares in Q1 2026, an estimated $222K.
  • Rocket Lab Corp made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #978 holding.
  • AE Wealth Management first reported a position in Rocket Lab Corp in Q1 2025 and has held it in 5 quarters since.
  • AE Wealth Management's Rocket Lab Corp position peaked at $945K in Q3 2025.
  • 872 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.