Axxcess Wealth Management
RKLB icon

Axxcess Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

Axxcess Wealth Management’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 		$811K Buy
11,729
+9,418
+408% +$678K 0.03% 427
2026
Q2 		$235K Buy
+2,311
New +$230K ﹤0.01% 947
2026
Q1 		– Sell
-2,874
Closed -$200K – 862
2025
Q4 		$200K Buy
+2,874
New +$165K ﹤0.01% 997

Other funds holding RKLB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Axxcess Wealth Management's RKLB Position: Q3 2026 in Review

Axxcess Wealth Management increased its Rocket Lab Corp (RKLB) stake by 408% in Q3 2026, buying an estimated $678K and bringing the position to 11,729 shares worth $811K. The position accounts for 0.03% of the portfolio, ranked #427.

Axxcess Wealth Management first reported a position in RKLB in Q4 2025 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

  • Axxcess Wealth Management held 11,729 shares of Rocket Lab Corp worth $811K as of Q3 2026.
  • Axxcess Wealth Management bought 9,418 Rocket Lab Corp shares in Q3 2026, an estimated $678K.
  • Rocket Lab Corp made up 0.03% of Axxcess Wealth Management's portfolio in Q3 2026, its #427 holding.
  • Axxcess Wealth Management first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.