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Capstone Financial Advisors’s Rocket Lab Corp RKLB Stock Holding History

Capstone Financial Advisors’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
2025
Q1 		– Sell
-53,213
Closed -$1.36M – 163
2024
Q4 		$1.36M Buy
+53,213
New +$934K 0.08% 49

Other funds holding RKLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VS
VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capstone Financial Advisors's RKLB Position: Q1 2025 in Review

Capstone Financial Advisors sold out of Rocket Lab Corp (RKLB) in Q1 2025, closing a stake of 53,213 shares — an estimated $1.36M sold.

Capstone Financial Advisors first reported a position in RKLB in Q4 2024 and held it in 1 quarter. The position peaked at $1.36M in Q4 2024. 417 funds tracked by Wall St. Rank hold RKLB as of Q1 2025.

  • Capstone Financial Advisors reported no remaining Rocket Lab Corp position as of Q1 2025 after selling out during the quarter.
  • Capstone Financial Advisors sold 53,213 Rocket Lab Corp shares in Q1 2025, an estimated $1.36M.
  • Capstone Financial Advisors first reported a position in Rocket Lab Corp in Q4 2024 and held it in 1 quarter.
  • Capstone Financial Advisors's Rocket Lab Corp position peaked at $1.36M in Q4 2024.
  • 417 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2025.

Based on Capstone Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.