EWA
RKLB icon

Encompass Wealth Advisors’s Rocket Lab Corp RKLB Stock Holding History

Encompass Wealth Advisors’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 		$468K Sell
4,601
-228
-5% -$22.7K 0.14% 64
2026
Q1 		$310K Hold
4,829
– – 0.11% 81
2025
Q4 		$337K Buy
4,829
+500
+12% +$28.7K 0.11% 81
2025
Q3 		$207K Buy
+4,329
New +$196K 0.07% 105

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

Encompass Wealth Advisors's RKLB Position: Q2 2026 in Review

Encompass Wealth Advisors reduced its Rocket Lab Corp (RKLB) stake by 4.7% in Q2 2026, selling an estimated $22.7K and leaving 4,601 shares worth $468K. The position accounts for 0.14% of the portfolio, ranked #64.

Encompass Wealth Advisors first reported a position in RKLB in Q3 2025 and has held it in 4 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Encompass Wealth Advisors held 4,601 shares of Rocket Lab Corp worth $468K as of Q2 2026.
  • Encompass Wealth Advisors sold 228 Rocket Lab Corp shares in Q2 2026, an estimated $22.7K.
  • Rocket Lab Corp made up 0.14% of Encompass Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Encompass Wealth Advisors first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 4 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.