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

Copia 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
2026
Q2 		$135K Buy
1,328
+186
+16% +$18.5K 0.08% 136
2026
Q1 		$73.3K Buy
1,142
+91
+9% +$6.86K 0.05% 162
2025
Q4 		$73.3K Buy
1,051
+248
+31% +$14.2K 0.05% 168
2025
Q3 		$38.5K Buy
803
+45
+6% +$2.04K 0.03% 209
2025
Q2 		$27.1K Buy
758
+80
+12% +$1.96K 0.02% 213
2025
Q1 		$12.1K Buy
678
+537
+381% +$12.9K 0.01% 258
2024
Q4 		$3.59K Buy
+141
New +$2.48K ﹤0.01% 336

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

Copia Wealth Management's RKLB Position: Q2 2026 in Review

Copia Wealth Management increased its Rocket Lab Corp (RKLB) stake by 16% in Q2 2026, buying an estimated $18.5K and bringing the position to 1,328 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #136.

Copia Wealth Management first reported a position in RKLB in Q4 2024 and has held it in 7 quarters since. 1,125 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Copia Wealth Management held 1,328 shares of Rocket Lab Corp worth $135K as of Q2 2026.
  • Copia Wealth Management bought 186 Rocket Lab Corp shares in Q2 2026, an estimated $18.5K.
  • Rocket Lab Corp made up 0.08% of Copia Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Copia Wealth Management first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 7 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.