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Bogart Wealth LLC’s Rocket Lab Corp RKLB Stock Holding History

Bogart Wealth LLC’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 		$60.8K Buy
598
+352
+143% +$35.1K ﹤0.01% 491
2026
Q1 		$15.8K Buy
246
+116
+89% +$8.75K ﹤0.01% 783
2025
Q4 		$9.07K Sell
130
-190
-59% -$10.9K ﹤0.01% 882
2025
Q3 		$15.3K Buy
+320
New +$14.5K ﹤0.01% 731
2025
Q2 		– Sell
-26
Closed -$465 – 1530
2025
Q1 		$465 Buy
+26
New +$623 ﹤0.01% 1300

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's RKLB Position: Q2 2026 in Review

Bogart Wealth LLC increased its Rocket Lab Corp (RKLB) stake by 143% in Q2 2026, buying an estimated $35.1K and bringing the position to 598 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Bogart Wealth LLC first reported a position in RKLB in Q1 2025 and has held it in 5 quarters since. 1,130 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Bogart Wealth LLC held 598 shares of Rocket Lab Corp worth $60.8K as of Q2 2026.
  • Bogart Wealth LLC bought 352 Rocket Lab Corp shares in Q2 2026, an estimated $35.1K.
  • Rocket Lab Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #491 holding.
  • Bogart Wealth LLC first reported a position in Rocket Lab Corp in Q1 2025 and has held it in 5 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.