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Forum Financial Management’s Rocket Lab Corp RKLB Stock Holding History

Forum Financial 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
Q1 		– Sell
-10,297
Closed -$718K – 845
2025
Q4 		$718K Buy
10,297
+1,585
+18% +$90.9K 0.01% 336
2025
Q3 		$417K Buy
8,712
+122
+1% +$5.53K 0.01% 549
2025
Q2 		$307K Buy
+8,590
New +$210K ﹤0.01% 656

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM

Forum Financial Management's RKLB Position: Q1 2026 in Review

Forum Financial Management sold out of Rocket Lab Corp (RKLB) in Q1 2026, closing a stake of 10,297 shares — an estimated $718K sold.

Forum Financial Management first reported a position in RKLB in Q2 2025 and held it in 3 quarters. The position peaked at $718K in Q4 2025. 878 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • Forum Financial Management reported no remaining Rocket Lab Corp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 10,297 Rocket Lab Corp shares in Q1 2026, an estimated $718K.
  • Forum Financial Management first reported a position in Rocket Lab Corp in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Rocket Lab Corp position peaked at $718K in Q4 2025.
  • 878 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.