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

Arete 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
2025
Q2 		– Sell
-10,374
Closed -$185K – 797
2025
Q1 		$185K Sell
10,374
-689
-6% -$16.5K 0.01% 676
2024
Q4 		$284K Buy
11,063
+51
+0.5% +$895 0.02% 577
2024
Q3 		$106K Buy
+11,012
New +$66.8K 0.01% 672

Other funds holding RKLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arete Wealth Advisors's RKLB Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Rocket Lab Corp (RKLB) in Q2 2025, closing a stake of 10,374 shares — an estimated $185K sold.

Arete Wealth Advisors first reported a position in RKLB in Q3 2024 and held it in 3 quarters. The position peaked at $284K in Q4 2024. 514 funds tracked by Wall St. Rank hold RKLB as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Rocket Lab Corp position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,374 Rocket Lab Corp shares in Q2 2025, an estimated $185K.
  • Arete Wealth Advisors first reported a position in Rocket Lab Corp in Q3 2024 and held it in 3 quarters.
  • Arete Wealth Advisors's Rocket Lab Corp position peaked at $284K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.