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Bartlett & Co Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

Bartlett & Co 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 		$190K Buy
1,871
+2
+0.1% +$199 ﹤0.01% 492
2026
Q1 		$150K Buy
1,869
+124
+7% +$9.35K ﹤0.01% 500
2025
Q4 		$122K Sell
1,745
-355
-17% -$20.4K ﹤0.01% 523
2025
Q3 		$101K Hold
2,100
– – ﹤0.01% 559
2025
Q2 		$75.1K Hold
2,100
– – ﹤0.01% 596
2025
Q1 		$37.5K Hold
2,100
– – ﹤0.01% 708
2024
Q4 		$53.5K Hold
2,100
– – ﹤0.01% 637
2024
Q3 		$20.4K Hold
2,100
– – ﹤0.01% 815
2024
Q2 		$10.1K Hold
2,100
– – ﹤0.01% 917
2024
Q1 		$8.63K Hold
2,100
– – ﹤0.01% 925
2023
Q4 		$12.2K Hold
2,100
– – ﹤0.01% 972
2023
Q3 		$9.2K Hold
2,100
– – ﹤0.01% 938
2023
Q2 		$12.6K Buy
+2,100
New +$9.64K ﹤0.01% 895

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bartlett & Co Wealth Management's RKLB Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Rocket Lab Corp (RKLB) stake by 0.11% in Q2 2026, buying an estimated $199 and bringing the position to 1,871 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Bartlett & Co Wealth Management first reported a position in RKLB in Q2 2023 and has held it in 13 quarters since. 1,123 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,871 shares of Rocket Lab Corp worth $190K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 2 Rocket Lab Corp shares in Q2 2026, an estimated $199.
  • Rocket Lab Corp made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #492 holding.
  • Bartlett & Co Wealth Management first reported a position in Rocket Lab Corp in Q2 2023 and has held it in 13 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.