Amplius Wealth Advisors
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Amplius Wealth Advisors’s Rocket Lab Corp RKLB Stock Holding History

Amplius Wealth Advisors’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 		$1.49M Buy
21,455
+103
+0.5% +$7.42K 0.1% 70
2026
Q2 		$2.17M Buy
+21,352
New +$2.13M 0.16% 52
2022
Q1 		– Sell
-200
Closed -$2K – 734
2021
Q4 		$2K Buy
+200
New +$2.75K ﹤0.01% 854

Other funds holding RKLB

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Amplius Wealth Advisors's RKLB Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Rocket Lab Corp (RKLB) stake by 0.48% in Q3 2026, buying an estimated $7.42K and bringing the position to 21,455 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #70.

Amplius Wealth Advisors first reported a position in RKLB in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.17M in Q2 2026. 318 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

  • Amplius Wealth Advisors held 21,455 shares of Rocket Lab Corp worth $1.49M as of Q3 2026.
  • Amplius Wealth Advisors bought 103 Rocket Lab Corp shares in Q3 2026, an estimated $7.42K.
  • Rocket Lab Corp made up 0.1% of Amplius Wealth Advisors's portfolio in Q3 2026, its #70 holding.
  • Amplius Wealth Advisors first reported a position in Rocket Lab Corp in Q4 2021 and has held it in 3 quarters since.
  • Amplius Wealth Advisors's Rocket Lab Corp position peaked at $2.17M in Q2 2026.
  • 318 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

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