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

EP 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
Q1 		$443K Buy
6,891
+118
+2% +$8.9K ﹤0.01% 959
2025
Q4 		$473K Buy
+6,773
New +$388K ﹤0.01% 905

Other funds holding RKLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

EP Wealth Advisors's RKLB Position: Q1 2026 in Review

EP Wealth Advisors increased its Rocket Lab Corp (RKLB) stake by 1.7% in Q1 2026, buying an estimated $8.9K and bringing the position to 6,891 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

EP Wealth Advisors first reported a position in RKLB in Q4 2025 and has held it in 2 quarters since. The position peaked at $473K in Q4 2025. 872 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • EP Wealth Advisors held 6,891 shares of Rocket Lab Corp worth $443K as of Q1 2026.
  • EP Wealth Advisors bought 118 Rocket Lab Corp shares in Q1 2026, an estimated $8.9K.
  • Rocket Lab Corp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #959 holding.
  • EP Wealth Advisors first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Rocket Lab Corp position peaked at $473K in Q4 2025.
  • 872 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.