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

AllSquare 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
2025 Q3	$27.5K	Hold	575	–	–	0.01%	283
2025 Q2	$20.6K	Hold	575	–	–	0.01%	315
2025 Q1	$10.3K	Hold	575	–	–	0.01%	372
2024 Q4	$14.6K	Hold	575	–	–	0.01%	338
2024 Q3	$5.59K	Hold	575	–	–	﹤0.01%	425
2024 Q2	$2.76K	Hold	575	–	–	﹤0.01%	451
2024 Q1	$2.36K	Buy	575 +400	+229%	+$1.85K	﹤0.01%	461
2023 Q4	$968	Hold	175	–	–	﹤0.01%	485
2023 Q3	$767	Hold	175	–	–	﹤0.01%	498
2023 Q2	$803	Hold	175	–	–	﹤0.01%	510
2023 Q1	$707	Hold	175	–	–	﹤0.01%	505
2022 Q4	$660	Hold	175	–	–	﹤0.01%	485
2022 Q3	$1K	Hold	175	–	–	﹤0.01%	486
2022 Q2	$1K	Hold	175	–	–	﹤0.01%	489
2022 Q1	$1K	Hold	175	–	–	﹤0.01%	492
2021 Q4	$2K	Hold	175	–	–	﹤0.01%	473
2021 Q3	$3K	Hold	175	–	–	﹤0.01%	440
2021 Q2	$2K	Hold	175	–	–	﹤0.01%	475
2021 Q1	$2K	Buy	+175	New	+$1.94K	﹤0.01%	467

Other funds holding RKLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllSquare Wealth Management's RKLB Position: Q3 2025 in Review

AllSquare Wealth Management held its Rocket Lab Corp (RKLB) position steady in Q3 2025 at 575 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #283.

AllSquare Wealth Management first reported a position in RKLB in Q1 2021 and has held it in 19 quarters since. 669 funds tracked by Wall St. Rank hold RKLB as of Q3 2025.

AllSquare Wealth Management held 575 shares of Rocket Lab Corp worth $27.5K as of Q3 2025.
AllSquare Wealth Management left its Rocket Lab Corp share count unchanged in Q3 2025.
Rocket Lab Corp made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #283 holding.
AllSquare Wealth Management first reported a position in Rocket Lab Corp in Q1 2021 and has held it in 19 quarters since.
669 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.