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 Q3	$638K	Buy	9,158 +4,557	+99%	+$328K	0.09%	86
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

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

TAA

TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Encompass Wealth Advisors's RKLB Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Rocket Lab Corp (RKLB) stake by 99% in Q3 2026, buying an estimated $328K and bringing the position to 9,158 shares worth $638K. The position accounts for 0.09% of the portfolio, ranked #86.

Encompass Wealth Advisors first reported a position in RKLB in Q3 2025 and has held it in 5 quarters since. 333 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

Encompass Wealth Advisors held 9,158 shares of Rocket Lab Corp worth $638K as of Q3 2026.
Encompass Wealth Advisors bought 4,557 Rocket Lab Corp shares in Q3 2026, an estimated $328K.
Rocket Lab Corp made up 0.09% of Encompass Wealth Advisors's portfolio in Q3 2026, its #86 holding.
Encompass Wealth Advisors first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 5 quarters since.
333 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.