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Ascent Wealth Partners’s Rocket Lab Corp RKLB Stock Holding History

Ascent Wealth Partners’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 		$698K Buy
6,871
+750
+12% +$74.7K 0.07% 133
2026
Q1 		$393K Buy
6,121
+777
+15% +$58.6K 0.05% 148
2025
Q4 		$373K Buy
5,344
+1,080
+25% +$61.9K 0.04% 141
2025
Q3 		$204K Buy
+4,264
New +$193K 0.02% 174

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ascent Wealth Partners's RKLB Position: Q2 2026 in Review

Ascent Wealth Partners increased its Rocket Lab Corp (RKLB) stake by 12% in Q2 2026, buying an estimated $74.7K and bringing the position to 6,871 shares worth $698K. The position accounts for 0.07% of the portfolio, ranked #133.

Ascent Wealth Partners first reported a position in RKLB in Q3 2025 and has held it in 4 quarters since. 1,128 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Ascent Wealth Partners held 6,871 shares of Rocket Lab Corp worth $698K as of Q2 2026.
  • Ascent Wealth Partners bought 750 Rocket Lab Corp shares in Q2 2026, an estimated $74.7K.
  • Rocket Lab Corp made up 0.07% of Ascent Wealth Partners's portfolio in Q2 2026, its #133 holding.
  • Ascent Wealth Partners first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 4 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.