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Brass Tax Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

Brass Tax 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
2025
Q3 		– Sell
-6,205
Closed -$222K – 250
2025
Q2 		$222K Buy
+6,205
New +$152K 0.04% 212

Other funds holding RKLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brass Tax Wealth Management's RKLB Position: Q3 2025 in Review

Brass Tax Wealth Management sold out of Rocket Lab Corp (RKLB) in Q3 2025, closing a stake of 6,205 shares — an estimated $222K sold.

Brass Tax Wealth Management first reported a position in RKLB in Q2 2025 and held it in 1 quarter. The position peaked at $222K in Q2 2025. 670 funds tracked by Wall St. Rank hold RKLB as of Q3 2025.

  • Brass Tax Wealth Management reported no remaining Rocket Lab Corp position as of Q3 2025 after selling out during the quarter.
  • Brass Tax Wealth Management sold 6,205 Rocket Lab Corp shares in Q3 2025, an estimated $222K.
  • Brass Tax Wealth Management first reported a position in Rocket Lab Corp in Q2 2025 and held it in 1 quarter.
  • Brass Tax Wealth Management's Rocket Lab Corp position peaked at $222K in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.