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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Ascent Wealth Partners's RKLB Position: Q1 2026 in Review

Ascent Wealth Partners increased its Rocket Lab Corp (RKLB) stake by 15% in Q1 2026, buying an estimated $58.6K and bringing the position to 6,121 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #148.

Ascent Wealth Partners first reported a position in RKLB in Q3 2025 and has held it in 3 quarters since. 873 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • Ascent Wealth Partners held 6,121 shares of Rocket Lab Corp worth $393K as of Q1 2026.
  • Ascent Wealth Partners bought 777 Rocket Lab Corp shares in Q1 2026, an estimated $58.6K.
  • Rocket Lab Corp made up 0.05% of Ascent Wealth Partners's portfolio in Q1 2026, its #148 holding.
  • Ascent Wealth Partners first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 3 quarters since.
  • 873 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.