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

EverSource 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 		$171K Buy
1,683
+418
+33% +$41.6K 0.01% 1084
2026
Q1 		$81.2K Buy
1,265
+579
+84% +$43.7K ﹤0.01% 1563
2025
Q4 		$47.9K Buy
686
+13
+2% +$745 ﹤0.01% 1778
2025
Q3 		$32.2K Sell
673
-123
-15% -$5.58K ﹤0.01% 2011
2025
Q2 		$28.5K Buy
796
+416
+109% +$10.2K ﹤0.01% 2015
2025
Q1 		$6.79K Buy
380
+323
+567% +$7.74K ﹤0.01% 2342
2024
Q4 		$1.45K Buy
+57
New +$1K ﹤0.01% 2843

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors increased its Rocket Lab Corp (RKLB) stake by 33% in Q2 2026, buying an estimated $41.6K and bringing the position to 1,683 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #1084.

EverSource Wealth Advisors first reported a position in RKLB in Q4 2024 and has held it in 7 quarters since. 1,130 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • EverSource Wealth Advisors held 1,683 shares of Rocket Lab Corp worth $171K as of Q2 2026.
  • EverSource Wealth Advisors bought 418 Rocket Lab Corp shares in Q2 2026, an estimated $41.6K.
  • Rocket Lab Corp made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1084 holding.
  • EverSource Wealth Advisors first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 7 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.