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Avantax Advisory Services’s Rocket Lab Corp RKLB Stock Holding History

Avantax Advisory Services’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 		$720K Buy
+20,142
New +$493K ﹤0.01% 1361
2025
Q1 		– Sell
-11,117
Closed -$283K – 2313
2024
Q4 		$283K Buy
+11,117
New +$195K ﹤0.01% 1819

Other funds holding RKLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $166B 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 $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's RKLB Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Rocket Lab Corp (RKLB) in Q2 2025: 20,142 shares worth $720K. The stake represents ﹤0.01% of the portfolio and ranks #1361 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in RKLB as recently as Q4 2024.

Avantax Advisory Services first reported a position in RKLB in Q4 2024 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold RKLB as of Q2 2025.

  • Avantax Advisory Services held 20,142 shares of Rocket Lab Corp worth $720K as of Q2 2025.
  • Rocket Lab Corp was a new Avantax Advisory Services position in Q2 2025.
  • Rocket Lab Corp made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1361 holding.
  • Avantax Advisory Services first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.