Congress Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

Congress 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
2025 Q2	$466K	Buy	+13,036	New	+$319K	﹤0.01%	951

Other funds holding RKLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's RKLB Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Rocket Lab Corp (RKLB) in Q2 2025: 13,036 shares worth $466K. The stake represents ﹤0.01% of the portfolio and ranks #951 among its holdings.

516 funds tracked by Wall St. Rank hold RKLB as of Q2 2025.

Congress Wealth Management held 13,036 shares of Rocket Lab Corp worth $466K as of Q2 2025.
Rocket Lab Corp was a new Congress Wealth Management position in Q2 2025.
Rocket Lab Corp made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #951 holding.
516 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.