Blue Trust Inc’s Rocket Lab Corp RKLB Stock Holding History

Blue Trust Inc’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	$10.3K	Sell	149 -526	-78%	-$37.9K	﹤0.01%	1696
2026 Q2	$68.6K	Buy	675 +27	+4%	+$2.69K	﹤0.01%	1202
2026 Q1	$41.6K	Sell	648 -2	-0.3%	-$151	﹤0.01%	1401
2025 Q4	$45.4K	Buy	650 +226	+53%	+$13K	﹤0.01%	1399
2025 Q3	$20.3K	Buy	+424	New	+$19.2K	﹤0.01%	1659
2024 Q3	–	Sell	-2,067	Closed	-$8.5K	–	2980
2024 Q2	$8.5K	Hold	2,067	–	–	﹤0.01%	1991
2024 Q1	$8.5K	Buy	+2,067	New	+$9.5K	﹤0.01%	1493
2023 Q3	–	Sell	-3,189	Closed	-$13K	–	2248
2023 Q2	$13K	Sell	3,189 -30,610	-91%	-$140K	﹤0.01%	1219
2023 Q1	$127K	Buy	+33,799	New	+$152K	﹤0.01%	695

Other funds holding RKLB

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Blue Trust Inc's RKLB Position: Q3 2026 in Review

Blue Trust Inc reduced its Rocket Lab Corp (RKLB) stake by 78% in Q3 2026, selling an estimated $37.9K and leaving 149 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Blue Trust Inc first reported a position in RKLB in Q1 2023 and has held it in 9 quarters since. The position peaked at $127K in Q1 2023. 276 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

Blue Trust Inc held 149 shares of Rocket Lab Corp worth $10.3K as of Q3 2026.
Blue Trust Inc sold 526 Rocket Lab Corp shares in Q3 2026, an estimated $37.9K.
Rocket Lab Corp made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1696 holding.
Blue Trust Inc first reported a position in Rocket Lab Corp in Q1 2023 and has held it in 9 quarters since.
Blue Trust Inc's Rocket Lab Corp position peaked at $127K in Q1 2023.
276 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.