PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Rocket Lab Corp RKLB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$20K	Sell	196 -38	-16%	-$3.79K	0.01%	397
2026 Q1	$15.1K	Buy	234 +30	+15%	+$2.26K	﹤0.01%	376
2025 Q4	$14.3K	Sell	204 -139	-41%	-$7.97K	﹤0.01%	388
2025 Q3	$16.5K	Buy	343 +136	+66%	+$6.17K	0.01%	368
2025 Q2	$7.44K	Hold	207	–	–	﹤0.01%	382
2025 Q1	$3.72K	Sell	207 -29	-12%	-$695	﹤0.01%	396
2024 Q4	$6.01K	Buy	+236	New	+$4.14K	﹤0.01%	392

Other funds holding RKLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s RKLB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Rocket Lab Corp (RKLB) stake by 16% in Q2 2026, selling an estimated $3.79K and leaving 196 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #397.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in RKLB in Q4 2024 and has held it in 7 quarters since. 610 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 196 shares of Rocket Lab Corp worth $20K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 38 Rocket Lab Corp shares in Q2 2026, an estimated $3.79K.
Rocket Lab Corp made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #397 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 7 quarters since.
610 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.