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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axxcess Wealth Management's RKLB Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Rocket Lab Corp (RKLB) in Q2 2026: 2,311 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in RKLB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in RKLB in Q4 2025 and has held it in 2 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Axxcess Wealth Management held 2,311 shares of Rocket Lab Corp worth $235K as of Q2 2026.
  • Rocket Lab Corp was a new Axxcess Wealth Management position in Q2 2026.
  • Rocket Lab Corp made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #947 holding.
  • Axxcess Wealth Management first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 2 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.