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Allworth Financial’s Rocket Lab Corp RKLB Stock Holding History

Allworth Financial’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 		$1.21M Sell
11,922
-3,629
-23% -$362K 0.01% 679
2026
Q1 		$999K Sell
15,551
-1,158
-7% -$87.3K ﹤0.01% 714
2025
Q4 		$1.17M Buy
16,709
+4,801
+40% +$275K ﹤0.01% 651
2025
Q3 		$571K Sell
11,908
-749
-6% -$34K ﹤0.01% 845
2025
Q2 		$453K Buy
12,657
+769
+6% +$18.8K ﹤0.01% 866
2025
Q1 		$260K Buy
11,888
+458
+4% +$11K ﹤0.01% 869
2024
Q4 		$339K Buy
11,430
+1,946
+21% +$34.2K ﹤0.01% 787
2024
Q3 		$92.3K Buy
9,484
+8,992
+1,828% +$54.6K ﹤0.01% 1122
2024
Q2 		$2.56K Buy
492
+242
+97% +$1.01K ﹤0.01% 2812
2024
Q1 		$1.03K Buy
250
+22
+10% +$102 ﹤0.01% 3069
2023
Q4 		$1.26K Buy
+228
New +$1.03K ﹤0.01% 2875
2023
Q2 		– Sell
-39
Closed -$158 – 3363
2023
Q1 		$158 Hold
39
– – ﹤0.01% 3055
2022
Q4 		$147 Buy
+39
New +$170 ﹤0.01% 2863

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Allworth Financial's RKLB Position: Q2 2026 in Review

Allworth Financial reduced its Rocket Lab Corp (RKLB) stake by 23% in Q2 2026, selling an estimated $362K and leaving 11,922 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #679.

Allworth Financial first reported a position in RKLB in Q4 2022 and has held it in 13 quarters since. 1,123 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Allworth Financial held 11,922 shares of Rocket Lab Corp worth $1.21M as of Q2 2026.
  • Allworth Financial sold 3,629 Rocket Lab Corp shares in Q2 2026, an estimated $362K.
  • Rocket Lab Corp made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #679 holding.
  • Allworth Financial first reported a position in Rocket Lab Corp in Q4 2022 and has held it in 13 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.