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

Evercore 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 		$965K Hold
9,495
– – 0.01% 226
2026
Q1 		$610K Hold
9,495
– – 0.01% 257
2025
Q4 		$662K Hold
9,495
– – 0.01% 255
2025
Q3 		$455K Hold
9,495
– – 0.01% 305
2025
Q2 		$340K Buy
+9,495
New +$232K 0.01% 328
2025
Q1 		– Sell
-9,495
Closed -$242K – 429
2024
Q4 		$242K Buy
+9,495
New +$167K ﹤0.01% 375

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

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

Evercore Wealth Management held its Rocket Lab Corp (RKLB) position steady in Q2 2026 at 9,495 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #226.

Evercore Wealth Management first reported a position in RKLB in Q4 2024 and has held it in 6 quarters since. 1,125 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Evercore Wealth Management held 9,495 shares of Rocket Lab Corp worth $965K as of Q2 2026.
  • Evercore Wealth Management left its Rocket Lab Corp share count unchanged in Q2 2026.
  • Rocket Lab Corp made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Evercore Wealth Management first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 6 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.