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

Dogwood 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 		$83.6K Sell
822
-153
-16% -$15.2K 0.03% 122
2026
Q1 		$62.6K Buy
975
+79
+9% +$5.96K 0.03% 131
2025
Q4 		$62.5K Buy
896
+781
+679% +$44.8K 0.03% 118
2025
Q3 		$5.51K Sell
115
-434
-79% -$19.7K ﹤0.01% 381
2025
Q2 		$21.3K Sell
549
-1
-0.2% -$24 0.01% 165
2025
Q1 		$9.83K Hold
550
– – 0.01% 194
2024
Q4 		$14K Buy
+550
New +$9.66K 0.01% 174

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

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

Dogwood Wealth Management reduced its Rocket Lab Corp (RKLB) stake by 16% in Q2 2026, selling an estimated $15.2K and leaving 822 shares worth $83.6K. The position accounts for 0.03% of the portfolio, ranked #122.

Dogwood 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.

  • Dogwood Wealth Management held 822 shares of Rocket Lab Corp worth $83.6K as of Q2 2026.
  • Dogwood Wealth Management sold 153 Rocket Lab Corp shares in Q2 2026, an estimated $15.2K.
  • Rocket Lab Corp made up 0.03% of Dogwood Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Dogwood 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 Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.