Creative Planning
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Creative Planning’s Rocket Lab Corp RKLB Stock Holding History

Creative Planning’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 		$22.9M Sell
225,117
-2,597
-1% -$259K 0.01% 460
2026
Q1 		$14.6M Buy
227,714
+682
+0.3% +$51.4K 0.01% 545
2025
Q4 		$15.8M Buy
227,032
+2,421
+1% +$139K 0.01% 461
2025
Q3 		$10.8M Buy
224,611
+11,704
+5% +$531K 0.01% 536
2025
Q2 		$7.62M Buy
212,907
+81,474
+62% +$1.99M 0.01% 604
2025
Q1 		$2.35M Sell
131,433
-15,288
-10% -$366K ﹤0.01% 1083
2024
Q4 		$3.74M Buy
146,721
+63,174
+76% +$1.11M ﹤0.01% 793
2024
Q3 		$813K Buy
83,547
+23,504
+39% +$143K ﹤0.01% 1686
2024
Q2 		$288K Buy
60,043
+23,264
+63% +$96.9K ﹤0.01% 2383
2024
Q1 		$151K Buy
36,779
+3,080
+9% +$14.2K ﹤0.01% 2631
2023
Q4 		$186K Sell
33,699
-376
-1% -$1.7K ﹤0.01% 2460
2023
Q3 		$149K Buy
34,075
+11,713
+52% +$71.2K ﹤0.01% 2319
2023
Q2 		$134K Buy
22,362
+3,878
+21% +$17.8K ﹤0.01% 2298
2023
Q1 		$74.7K Sell
18,484
-1,615
-8% -$7.25K ﹤0.01% 2289
2022
Q4 		$75.8K Buy
20,099
+3,698
+23% +$16.1K ﹤0.01% 2188
2022
Q3 		$67K Sell
16,401
-42
-0.3% -$207 ﹤0.01% 2089
2022
Q2 		$62K Sell
16,443
-5,456
-25% -$32.1K ﹤0.01% 2024
2022
Q1 		$176K Buy
21,899
+3,950
+22% +$36.8K ﹤0.01% 1914
2021
Q4 		$220K Buy
+17,949
New +$247K ﹤0.01% 1814
2021
Q2 		– Sell
-24,301
Closed -$288K – 2494
2021
Q1 		$288K Buy
+24,301
New +$269K ﹤0.01% 1816

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

Creative Planning's RKLB Position: Q2 2026 in Review

Creative Planning reduced its Rocket Lab Corp (RKLB) stake by 1.1% in Q2 2026, selling an estimated $259K and leaving 225,117 shares worth $22.9M. The position accounts for 0.01% of the portfolio, ranked #460.

Creative Planning first reported a position in RKLB in Q1 2021 and has held it in 20 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Creative Planning held 225,117 shares of Rocket Lab Corp worth $22.9M as of Q2 2026.
  • Creative Planning sold 2,597 Rocket Lab Corp shares in Q2 2026, an estimated $259K.
  • Rocket Lab Corp made up 0.01% of Creative Planning's portfolio in Q2 2026, its #460 holding.
  • Creative Planning first reported a position in Rocket Lab Corp in Q1 2021 and has held it in 20 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.