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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
Q2 		$361K Buy
3,556
+162
+5% +$16.1K 0.01% 271
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 $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

Cassaday & Co Wealth Management's RKLB Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Rocket Lab Corp (RKLB) stake by 4.8% in Q2 2026, buying an estimated $16.1K and bringing the position to 3,556 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #271.

Cassaday & Co Wealth Management first reported a position in RKLB in Q4 2025 and has held it in 3 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Cassaday & Co Wealth Management held 3,556 shares of Rocket Lab Corp worth $361K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 162 Rocket Lab Corp shares in Q2 2026, an estimated $16.1K.
  • Rocket Lab Corp made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Cassaday & Co Wealth Management first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.