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Crestwood Advisors Group’s Rocket Lab Corp RKLB Stock Holding History

Crestwood Advisors Group’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 		$209K Buy
+2,053
New +$205K ﹤0.01% 825

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

Crestwood Advisors Group's RKLB Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Rocket Lab Corp (RKLB) in Q2 2026: 2,053 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings.

1,123 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Crestwood Advisors Group held 2,053 shares of Rocket Lab Corp worth $209K as of Q2 2026.
  • Rocket Lab Corp was a new Crestwood Advisors Group position in Q2 2026.
  • Rocket Lab Corp made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #825 holding.
  • 1,123 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.