CWP
RKLB icon

Concord Wealth Partners’s Rocket Lab Corp RKLB Stock Holding History

Concord Wealth Partners’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 		$18.7K Buy
+184
New +$18.3K ﹤0.01% 483
2026
Q1 		– Sell
-184
Closed -$12.8K – 657
2025
Q4 		$12.8K Buy
184
+8
+5% +$459 ﹤0.01% 501
2025
Q3 		$8.43K Hold
176
– – ﹤0.01% 558
2025
Q2 		$6.3K Hold
176
– – ﹤0.01% 604
2025
Q1 		$3.15K Buy
176
+60
+52% +$1.44K ﹤0.01% 642
2024
Q4 		$2.96K Buy
+116
New +$2.04K ﹤0.01% 668

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

Concord Wealth Partners's RKLB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Rocket Lab Corp (RKLB) in Q2 2026: 184 shares worth $18.7K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in RKLB as recently as Q4 2025.

Concord Wealth Partners first reported a position in RKLB in Q4 2024 and has held it in 6 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Concord Wealth Partners held 184 shares of Rocket Lab Corp worth $18.7K as of Q2 2026.
  • Rocket Lab Corp was a new Concord Wealth Partners position in Q2 2026.
  • Rocket Lab Corp made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #483 holding.
  • Concord Wealth Partners first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 6 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.