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Capital Advisors Ltd’s Rocket Lab Corp RKLB Stock Holding History

Capital Advisors Ltd’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 		$32K Buy
318
+123
+63% +$12.3K ﹤0.01% 586
2026
Q1 		$13K Buy
195
+192
+6,400% +$14.5K ﹤0.01% 779
2025
Q4 		$0 Buy
+3
New +$172 ﹤0.01% 1539
2022
Q4 		– Sell
-24
Closed – – 1569
2022
Q3 		$0 Buy
+24
New +$118 ﹤0.01% 1472

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
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

Capital Advisors Ltd's RKLB Position: Q2 2026 in Review

Capital Advisors Ltd increased its Rocket Lab Corp (RKLB) stake by 63% in Q2 2026, buying an estimated $12.3K and bringing the position to 318 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Capital Advisors Ltd first reported a position in RKLB in Q3 2022 and has held it in 4 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Capital Advisors Ltd held 318 shares of Rocket Lab Corp worth $32K as of Q2 2026.
  • Capital Advisors Ltd bought 123 Rocket Lab Corp shares in Q2 2026, an estimated $12.3K.
  • Rocket Lab Corp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #586 holding.
  • Capital Advisors Ltd first reported a position in Rocket Lab Corp in Q3 2022 and has held it in 4 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.