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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 $6.73T AUM 46.02% 1-Year Est. Return
VS
VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's RKLB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Rocket Lab Corp (RKLB) in Q2 2025, closing a stake of 35,085 shares — an estimated $627K sold.

Atria Wealth Solutions first reported a position in RKLB in Q1 2023 and held it in 9 quarters. The position peaked at $881K in Q4 2024. 516 funds tracked by Wall St. Rank hold RKLB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Rocket Lab Corp position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 35,085 Rocket Lab Corp shares in Q2 2025, an estimated $627K.
  • Atria Wealth Solutions first reported a position in Rocket Lab Corp in Q1 2023 and held it in 9 quarters.
  • Atria Wealth Solutions's Rocket Lab Corp position peaked at $881K in Q4 2024.
  • 516 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.