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Cassaday & Co Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

Cassaday & Co Wealth Management’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 		$218K Sell
3,394
-520
-13% -$39.2K ﹤0.01% 327
2025
Q4 		$273K Buy
+3,914
New +$224K 0.01% 302

Other funds holding RKLB

BlackRock
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Cassaday & Co Wealth Management's RKLB Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Rocket Lab Corp (RKLB) stake by 13% in Q1 2026, selling an estimated $39.2K and leaving 3,394 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Cassaday & Co Wealth Management first reported a position in RKLB in Q4 2025 and has held it in 2 quarters since. The position peaked at $273K in Q4 2025. 872 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • Cassaday & Co Wealth Management held 3,394 shares of Rocket Lab Corp worth $218K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 520 Rocket Lab Corp shares in Q1 2026, an estimated $39.2K.
  • Rocket Lab Corp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #327 holding.
  • Cassaday & Co Wealth Management first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Rocket Lab Corp position peaked at $273K in Q4 2025.
  • 872 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.