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BSW Wealth Partners’s Rocket Lab Corp RKLB Stock Holding History

BSW Wealth Partners’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 		$710K Buy
6,980
+369
+6% +$36.8K 0.08% 138
2026
Q1 		$425K Buy
6,611
+3,268
+98% +$246K 0.05% 196
2025
Q4 		$233K Buy
+3,343
New +$192K 0.03% 280

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

BSW Wealth Partners's RKLB Position: Q2 2026 in Review

BSW Wealth Partners increased its Rocket Lab Corp (RKLB) stake by 5.6% in Q2 2026, buying an estimated $36.8K and bringing the position to 6,980 shares worth $710K. The position accounts for 0.08% of the portfolio, ranked #138.

BSW Wealth Partners first reported a position in RKLB in Q4 2025 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • BSW Wealth Partners held 6,980 shares of Rocket Lab Corp worth $710K as of Q2 2026.
  • BSW Wealth Partners bought 369 Rocket Lab Corp shares in Q2 2026, an estimated $36.8K.
  • Rocket Lab Corp made up 0.08% of BSW Wealth Partners's portfolio in Q2 2026, its #138 holding.
  • BSW Wealth Partners first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.