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Everhart Financial Group’s Rocket Lab Corp RKLB Stock Holding History

Everhart Financial Group’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 		$302K Buy
+2,974
New +$296K 0.02% 363

Other funds holding RKLB

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Everhart Financial Group's RKLB Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Rocket Lab Corp (RKLB) in Q2 2026: 2,974 shares worth $302K. The stake represents 0.02% of the portfolio and ranks #363 among its holdings.

201 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Everhart Financial Group held 2,974 shares of Rocket Lab Corp worth $302K as of Q2 2026.
  • Rocket Lab Corp was a new Everhart Financial Group position in Q2 2026.
  • Rocket Lab Corp made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #363 holding.
  • 201 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.