Capital Advisors Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.45M Buy
14,219
+845
+6% +$84.2K 0.17% 80
2026
Q1
$859K Sell
13,374
-92
-0.7% -$6.94K 0.12% 103
2025
Q4
$939K Buy
13,466
+136
+1% +$7.8K 0.13% 90
2025
Q3
$639K Buy
13,330
+2,045
+18% +$92.8K 0.09% 108
2025
Q2
$404K Buy
+11,285
New +$276K 0.06% 131

Other funds holding RKLB

Capital Advisors Wealth Management's RKLB Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Rocket Lab Corp (RKLB) stake by 6.3% in Q2 2026, buying an estimated $84.2K and bringing the position to 14,219 shares worth $1.45M. The position accounts for 0.17% of the portfolio, ranked #80.

Capital Advisors Wealth Management first reported a position in RKLB in Q2 2025 and has held it in 5 quarters since. 1,123 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Capital Advisors Wealth Management held 14,219 shares of Rocket Lab Corp worth $1.45M as of Q2 2026.
  • Capital Advisors Wealth Management bought 845 Rocket Lab Corp shares in Q2 2026, an estimated $84.2K.
  • Rocket Lab Corp made up 0.17% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Capital Advisors Wealth Management first reported a position in Rocket Lab Corp in Q2 2025 and has held it in 5 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.