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Clearstead Trust’s Rocket Lab Corp RKLB Stock Holding History

Clearstead Trust’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 		$3.96K Buy
39
+28
+255% +$2.79K ﹤0.01% 812
2026
Q1 		$707 Sell
11
-4
-27% -$302 ﹤0.01% 955
2025
Q4 		$1.05K Sell
15
-22
-59% -$1.26K ﹤0.01% 940
2025
Q3 		$1.77K Buy
+37
New +$1.68K ﹤0.01% 1033

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

Clearstead Trust's RKLB Position: Q2 2026 in Review

Clearstead Trust increased its Rocket Lab Corp (RKLB) stake by 255% in Q2 2026, buying an estimated $2.79K and bringing the position to 39 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Clearstead Trust first reported a position in RKLB in Q3 2025 and has held it in 4 quarters since. 1,122 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Clearstead Trust held 39 shares of Rocket Lab Corp worth $3.96K as of Q2 2026.
  • Clearstead Trust bought 28 Rocket Lab Corp shares in Q2 2026, an estimated $2.79K.
  • Rocket Lab Corp made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #812 holding.
  • Clearstead Trust first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 4 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

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