Clearstead Advisors’s Rocket Lab Corp RKLB Stock Holding History

Clearstead 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 Q2	$1.27M	Buy	12,542 +11,354	+956%	+$1.13M	0.01%	491
2026 Q1	$76.3K	Buy	1,188 +1,176	+9,800%	+$88.7K	﹤0.01%	1207
2025 Q4	$838	Sell	12 -616	-98%	-$35.3K	﹤0.01%	2247
2025 Q3	$30.1K	Sell	628 -316	-33%	-$14.3K	﹤0.01%	1461
2025 Q2	$33.8K	Buy	944 +644	+215%	+$15.8K	﹤0.01%	1418
2025 Q1	$5.36K	Hold	300	–	–	﹤0.01%	1732
2024 Q4	$7.64K	Hold	300	–	–	﹤0.01%	1642
2024 Q3	$2.92K	Hold	300	–	–	﹤0.01%	1790
2024 Q2	$1.44K	Hold	300	–	–	﹤0.01%	1858
2024 Q1	$1.25K	Hold	300	–	–	﹤0.01%	1377
2023 Q4	$1.66K	Hold	300	–	–	﹤0.01%	1313
2023 Q3	$1.31K	Hold	300	–	–	﹤0.01%	1316
2023 Q2	$1.8K	Hold	300	–	–	﹤0.01%	1177
2023 Q1	$1.21K	Buy	300 +200	+200%	+$898	﹤0.01%	1204
2022 Q4	$377	Hold	100	–	–	﹤0.01%	1246
2022 Q3	$0	Hold	100	–	–	﹤0.01%	1342
2022 Q2	$0	Buy	+100	New	+$589	﹤0.01%	1417

Other funds holding RKLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors's RKLB Position: Q2 2026 in Review

Clearstead Advisors increased its Rocket Lab Corp (RKLB) stake by 956% in Q2 2026, buying an estimated $1.13M and bringing the position to 12,542 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #491.

Clearstead Advisors first reported a position in RKLB in Q2 2022 and has held it in 17 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

Clearstead Advisors held 12,542 shares of Rocket Lab Corp worth $1.27M as of Q2 2026.
Clearstead Advisors bought 11,354 Rocket Lab Corp shares in Q2 2026, an estimated $1.13M.
Rocket Lab Corp made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #491 holding.
Clearstead Advisors first reported a position in Rocket Lab Corp in Q2 2022 and has held it in 17 quarters since.
1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.