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Capital Wealth Planning’s Rocket Lab Corp RKLB Stock Holding History

Capital Wealth Planning’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 		$7.34M Sell
72,203
-3,217
-4% -$321K 0.04% 109
2026
Q1 		$4.84M Buy
75,420
+15,689
+26% +$1.18M 0.03% 113
2025
Q4 		$4.17M Buy
59,731
+53,778
+903% +$3.08M 0.03% 100
2025
Q3 		$285K Buy
+5,953
New +$270K ﹤0.01% 143

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 Wealth Planning's RKLB Position: Q2 2026 in Review

Capital Wealth Planning reduced its Rocket Lab Corp (RKLB) stake by 4.3% in Q2 2026, selling an estimated $321K and leaving 72,203 shares worth $7.34M. The position accounts for 0.04% of the portfolio, ranked #109.

Capital Wealth Planning first reported a position in RKLB in Q3 2025 and has held it in 4 quarters since. 1,122 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Capital Wealth Planning held 72,203 shares of Rocket Lab Corp worth $7.34M as of Q2 2026.
  • Capital Wealth Planning sold 3,217 Rocket Lab Corp shares in Q2 2026, an estimated $321K.
  • Rocket Lab Corp made up 0.04% of Capital Wealth Planning's portfolio in Q2 2026, its #109 holding.
  • Capital Wealth Planning first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 4 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.