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B. Riley Wealth Advisors’s Rocket Lab Corp RKLB Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-14,472
Closed -$1.01M – 1077
2025
Q4 		$1.01M Sell
14,472
-1,253
-8% -$71.8K 0.05% 342
2025
Q3 		$753K Sell
15,725
-730
-4% -$33.1K 0.03% 410
2025
Q2 		$589K Buy
+16,455
New +$403K 0.03% 476

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

B. Riley Wealth Advisors's RKLB Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Rocket Lab Corp (RKLB) in Q1 2026, closing a stake of 14,472 shares — an estimated $1.01M sold.

B. Riley Wealth Advisors first reported a position in RKLB in Q2 2025 and held it in 3 quarters. The position peaked at $1.01M in Q4 2025. 876 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Rocket Lab Corp position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,472 Rocket Lab Corp shares in Q1 2026, an estimated $1.01M.
  • B. Riley Wealth Advisors first reported a position in Rocket Lab Corp in Q2 2025 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Rocket Lab Corp position peaked at $1.01M in Q4 2025.
  • 876 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.