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Carolinas Wealth Consulting’s Rocket Lab Corp RKLB Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-291
Closed -$5.2K – 741
2025
Q1 		$5.2K Sell
291
-128
-31% -$3.07K ﹤0.01% 602
2024
Q4 		$10.7K Buy
419
+214
+104% +$3.76K ﹤0.01% 537
2024
Q3 		$1.99K Hold
205
– – ﹤0.01% 820
2024
Q2 		$982 Hold
205
– – ﹤0.01% 915
2024
Q1 		$841 Hold
205
– – ﹤0.01% 925
2023
Q4 		$1.13K Hold
205
– – ﹤0.01% 819
2023
Q3 		$865 Hold
205
– – ﹤0.01% 850
2023
Q2 		$1.23K Buy
+205
New +$941 ﹤0.01% 881

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 $543K AUM 174.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carolinas Wealth Consulting's RKLB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Rocket Lab Corp (RKLB) in Q2 2025, closing a stake of 291 shares — an estimated $5.2K sold.

Carolinas Wealth Consulting first reported a position in RKLB in Q2 2023 and held it in 8 quarters. The position peaked at $10.7K in Q4 2024. 516 funds tracked by Wall St. Rank hold RKLB as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Rocket Lab Corp position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 291 Rocket Lab Corp shares in Q2 2025, an estimated $5.2K.
  • Carolinas Wealth Consulting first reported a position in Rocket Lab Corp in Q2 2023 and held it in 8 quarters.
  • Carolinas Wealth Consulting's Rocket Lab Corp position peaked at $10.7K in Q4 2024.
  • 516 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.