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Brookwood Investment Group’s Rocket Lab Corp RKLB Stock Holding History

Brookwood Investment Group’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 		$224K Sell
2,207
-744
-25% -$74.1K 0.03% 475
2026
Q1 		$190K Sell
2,951
-1,132
-28% -$85.4K 0.02% 494
2025
Q4 		$285K Buy
+4,083
New +$234K 0.03% 406

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

Brookwood Investment Group's RKLB Position: Q2 2026 in Review

Brookwood Investment Group reduced its Rocket Lab Corp (RKLB) stake by 25% in Q2 2026, selling an estimated $74.1K and leaving 2,207 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #475.

Brookwood Investment Group first reported a position in RKLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $285K in Q4 2025. 1,123 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Brookwood Investment Group held 2,207 shares of Rocket Lab Corp worth $224K as of Q2 2026.
  • Brookwood Investment Group sold 744 Rocket Lab Corp shares in Q2 2026, an estimated $74.1K.
  • Rocket Lab Corp made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #475 holding.
  • Brookwood Investment Group first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 3 quarters since.
  • Brookwood Investment Group's Rocket Lab Corp position peaked at $285K in Q4 2025.
  • 1,123 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.