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Foundations Investment Advisors’s Rocket Lab Corp RKLB Stock Holding History

Foundations Investment 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 		$9.56M Sell
94,052
-2,941
-3% -$293K 0.1% 177
2026
Q1 		$6.23M Buy
96,993
+5,818
+6% +$439K 0.08% 200
2025
Q4 		$6.36M Buy
91,175
+15,719
+21% +$901K 0.08% 184
2025
Q3 		$3.62M Buy
75,456
+4,071
+6% +$185K 0.05% 247
2025
Q2 		$2.55M Buy
71,385
+16,948
+31% +$415K 0.04% 278
2025
Q1 		$973K Buy
+54,437
New +$1.3M 0.02% 409
2024
Q4 		– Sell
-14,363
Closed -$140K – 879
2024
Q3 		$140K Buy
+14,363
New +$87.2K ﹤0.01% 787
2024
Q1 		– Sell
-20,910
Closed -$84.1K – 743
2023
Q4 		$84.1K Buy
+20,910
New +$94.4K ﹤0.01% 650

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

Foundations Investment Advisors's RKLB Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Rocket Lab Corp (RKLB) stake by 3% in Q2 2026, selling an estimated $293K and leaving 94,052 shares worth $9.56M. The position accounts for 0.1% of the portfolio, ranked #177.

Foundations Investment Advisors first reported a position in RKLB in Q4 2023 and has held it in 8 quarters since. 1,125 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Foundations Investment Advisors held 94,052 shares of Rocket Lab Corp worth $9.56M as of Q2 2026.
  • Foundations Investment Advisors sold 2,941 Rocket Lab Corp shares in Q2 2026, an estimated $293K.
  • Rocket Lab Corp made up 0.1% of Foundations Investment Advisors's portfolio in Q2 2026, its #177 holding.
  • Foundations Investment Advisors first reported a position in Rocket Lab Corp in Q4 2023 and has held it in 8 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.