Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Rocket Lab Corp RKLB Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.13M Sell
17,631
-2,283
-11% -$172K ﹤0.01% 1473
2025
Q4 		$1.39M Sell
19,914
-930
-4% -$53.3K ﹤0.01% 1324
2025
Q3 		$999K Buy
20,844
+12,353
+145% +$560K ﹤0.01% 1411
2025
Q2 		$304K Buy
8,491
+556
+7% +$13.6K ﹤0.01% 1859
2025
Q1 		$142K Buy
7,935
+2,678
+51% +$64.2K ﹤0.01% 2144
2024
Q4 		$134K Buy
5,257
+1,675
+47% +$29.4K ﹤0.01% 2083
2024
Q3 		$35K Buy
3,582
+2,629
+276% +$16K ﹤0.01% 2974
2024
Q2 		$5K Sell
953
-4,398
-82% -$18.3K ﹤0.01% 3890
2024
Q1 		$22K Buy
5,351
+5,260
+5,780% +$24.3K ﹤0.01% 2839
2023
Q4 		$1K Sell
91
-121
-57% -$546 ﹤0.01% 4029
2023
Q3 		$1K Buy
+212
New +$1.29K ﹤0.01% 4063

Other funds holding RKLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

Carson Wealth (CWM LLC)'s RKLB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Rocket Lab Corp (RKLB) stake by 11% in Q1 2026, selling an estimated $172K and leaving 17,631 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Carson Wealth (CWM LLC) first reported a position in RKLB in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q4 2025. 876 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,631 shares of Rocket Lab Corp worth $1.13M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,283 Rocket Lab Corp shares in Q1 2026, an estimated $172K.
  • Rocket Lab Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1473 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rocket Lab Corp in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Rocket Lab Corp position peaked at $1.39M in Q4 2025.
  • 876 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.