AWS
RKLB icon

Atria Wealth Solutions’s Rocket Lab Corp RKLB Stock Holding History

Atria Wealth Solutions’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
-35,085
Closed -$627K – 1826
2025
Q1 		$627K Buy
35,085
+500
+1% +$12K 0.01% 1090
2024
Q4 		$881K Sell
34,585
-3,815
-10% -$67K 0.01% 973
2024
Q3 		$374K Sell
38,400
-12,000
-24% -$72.8K ﹤0.01% 1388
2024
Q2 		$242K Sell
50,400
-10,938
-18% -$45.6K ﹤0.01% 1639
2024
Q1 		$252K Buy
61,338
+10,938
+22% +$50.5K ﹤0.01% 1674
2023
Q4 		$279K Buy
50,400
+4,500
+10% +$20.3K ﹤0.01% 1552
2023
Q3 		$201K Buy
45,900
+31,150
+211% +$189K ﹤0.01% 1701
2023
Q2 		$88.5K Buy
14,750
+3,000
+26% +$13.8K ﹤0.01% 1787
2023
Q1 		$47.5K Buy
+11,750
New +$52.8K ﹤0.01% 1807

Other funds holding RKLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $127B 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 $564B AUM 30.12% 1-Year Est. Return