Ascent Wealth Partners
RKLB icon

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
Q3 		$547K Buy
7,855
+984
+14% +$70.9K 0.05% 148
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

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Ascent Wealth Partners's RKLB Position: Q3 2026 in Review

Ascent Wealth Partners increased its Rocket Lab Corp (RKLB) stake by 14% in Q3 2026, buying an estimated $70.9K and bringing the position to 7,855 shares worth $547K. 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 5 quarters since. The position peaked at $698K in Q2 2026. 302 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

  • Ascent Wealth Partners held 7,855 shares of Rocket Lab Corp worth $547K as of Q3 2026.
  • Ascent Wealth Partners bought 984 Rocket Lab Corp shares in Q3 2026, an estimated $70.9K.
  • Rocket Lab Corp made up 0.05% of Ascent Wealth Partners's portfolio in Q3 2026, its #148 holding.
  • Ascent Wealth Partners first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 5 quarters since.
  • Ascent Wealth Partners's Rocket Lab Corp position peaked at $698K in Q2 2026.
  • 302 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.