CAPTRUST Financial Advisors
RKLB icon

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

CAPTRUST 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
2026
Q2 		$1.94M Buy
19,056
+1,863
+11% +$186K ﹤0.01% 1324
2026
Q1 		$1.1M Buy
17,193
+5,686
+49% +$429K ﹤0.01% 1561
2025
Q4 		$803K Buy
11,507
+2,098
+22% +$120K ﹤0.01% 1628
2025
Q3 		$451K Buy
9,409
+1,771
+23% +$80.3K ﹤0.01% 1887
2025
Q2 		$273K Buy
+7,638
New +$187K ﹤0.01% 2117
2024
Q1 		– Sell
-1,334
Closed -$7.38K – 2561
2023
Q4 		$7.38K Sell
1,334
-756
-36% -$3.41K ﹤0.01% 2637
2023
Q3 		$9.15K Buy
+2,090
New +$12.7K ﹤0.01% 2538
2022
Q3 		– Sell
-666
Closed -$3K – 3628
2022
Q2 		$3K Buy
666
+112
+20% +$659 ﹤0.01% 4334
2022
Q1 		$4K Hold
554
– – ﹤0.01% 4269
2021
Q4 		$7K Buy
+554
New +$7.61K ﹤0.01% 3921

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

CAPTRUST Financial Advisors's RKLB Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Rocket Lab Corp (RKLB) stake by 11% in Q2 2026, buying an estimated $186K and bringing the position to 19,056 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

CAPTRUST Financial Advisors first reported a position in RKLB in Q4 2021 and has held it in 10 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • CAPTRUST Financial Advisors held 19,056 shares of Rocket Lab Corp worth $1.94M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,863 Rocket Lab Corp shares in Q2 2026, an estimated $186K.
  • Rocket Lab Corp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1324 holding.
  • CAPTRUST Financial Advisors first reported a position in Rocket Lab Corp in Q4 2021 and has held it in 10 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.