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Concurrent Investment Advisors’s Rocket Lab Corp RKLB Stock Holding History

Concurrent Investment 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 		$4.08M Sell
40,178
-12,331
-23% -$1.23M 0.03% 496
2026
Q1 		$3.37M Buy
52,509
+13,741
+35% +$1.04M 0.04% 454
2025
Q4 		$2.7M Buy
38,768
+20,591
+113% +$1.18M 0.03% 479
2025
Q3 		$871K Buy
18,177
+9,585
+112% +$435K 0.01% 698
2025
Q2 		$307K Buy
+8,592
New +$210K 0.01% 1058
2025
Q1 		– Sell
-15,557
Closed -$396K – 1324
2024
Q4 		$396K Buy
15,557
+1,957
+14% +$34.4K 0.01% 742
2024
Q3 		$132K Buy
+13,600
New +$82.6K ﹤0.01% 987

Other funds holding RKLB

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Concurrent Investment Advisors's RKLB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Rocket Lab Corp (RKLB) stake by 23% in Q2 2026, selling an estimated $1.23M and leaving 40,178 shares worth $4.08M. The position accounts for 0.03% of the portfolio, ranked #496.

Concurrent Investment Advisors first reported a position in RKLB in Q3 2024 and has held it in 7 quarters since. 447 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Concurrent Investment Advisors held 40,178 shares of Rocket Lab Corp worth $4.08M as of Q2 2026.
  • Concurrent Investment Advisors sold 12,331 Rocket Lab Corp shares in Q2 2026, an estimated $1.23M.
  • Rocket Lab Corp made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #496 holding.
  • Concurrent Investment Advisors first reported a position in Rocket Lab Corp in Q3 2024 and has held it in 7 quarters since.
  • 447 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.