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Crumly & Associates’s Rocket Lab Corp RKLB Stock Holding History

Crumly & Associates’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
Q3 		$209K Buy
3,002
+8
+0.3% +$576 0.04% 196
2026
Q2 		$304K Buy
+2,994
New +$298K 0.06% 159
2026
Q1 		– Sell
-3,546
Closed -$247K – 205
2025
Q4 		$247K Buy
+3,546
New +$203K 0.05% 171

Other funds holding RKLB

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Crumly & Associates's RKLB Position: Q3 2026 in Review

Crumly & Associates increased its Rocket Lab Corp (RKLB) stake by 0.27% in Q3 2026, buying an estimated $576 and bringing the position to 3,002 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #196.

Crumly & Associates first reported a position in RKLB in Q4 2025 and has held it in 3 quarters since. The position peaked at $304K in Q2 2026. 835 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

  • Crumly & Associates held 3,002 shares of Rocket Lab Corp worth $209K as of Q3 2026.
  • Crumly & Associates bought 8 Rocket Lab Corp shares in Q3 2026, an estimated $576.
  • Rocket Lab Corp made up 0.04% of Crumly & Associates's portfolio in Q3 2026, its #196 holding.
  • Crumly & Associates first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 3 quarters since.
  • Crumly & Associates's Rocket Lab Corp position peaked at $304K in Q2 2026.
  • 835 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.