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Cape Investment Advisory’s Rocket Lab Corp RKLB Stock Holding History

Cape Investment Advisory’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 		$6.1K Buy
+60
New +$5.98K ﹤0.01% 975
2026
Q1 		– Sell
-8
Closed -$558 – 971
2025
Q4 		$558 Buy
+8
New +$459 ﹤0.01% 1240
2024
Q1 		– Sell
-1,000
Closed -$5.53K – 1127
2023
Q4 		$5.53K Hold
1,000
– – ﹤0.01% 762
2023
Q3 		$4.38K Hold
1,000
– – ﹤0.01% 693
2023
Q2 		$6K Hold
1,000
– – ﹤0.01% 631
2023
Q1 		$4.04K Buy
+1,000
New +$4.49K ﹤0.01% 718

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

Cape Investment Advisory's RKLB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Rocket Lab Corp (RKLB) in Q2 2026: 60 shares worth $6.1K. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in RKLB as recently as Q4 2025.

Cape Investment Advisory first reported a position in RKLB in Q1 2023 and has held it in 6 quarters since. 1,130 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Cape Investment Advisory held 60 shares of Rocket Lab Corp worth $6.1K as of Q2 2026.
  • Rocket Lab Corp was a new Cape Investment Advisory position in Q2 2026.
  • Rocket Lab Corp made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #975 holding.
  • Cape Investment Advisory first reported a position in Rocket Lab Corp in Q1 2023 and has held it in 6 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

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