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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Defiance ETFs New York $6.98B AUM

CAPTRUST Financial Advisors's RKLB Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Rocket Lab Corp (RKLB) stake by 49% in Q1 2026, buying an estimated $429K and bringing the position to 17,193 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

CAPTRUST Financial Advisors first reported a position in RKLB in Q4 2021 and has held it in 9 quarters since. 872 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

CAPTRUST Financial Advisors held 17,193 shares of Rocket Lab Corp worth $1.1M as of Q1 2026.
CAPTRUST Financial Advisors bought 5,686 Rocket Lab Corp shares in Q1 2026, an estimated $429K.
Rocket Lab Corp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1561 holding.
CAPTRUST Financial Advisors first reported a position in Rocket Lab Corp in Q4 2021 and has held it in 9 quarters since.
872 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.