GoalVest Advisory’s Rocket Lab Corp RKLB Stock Holding History

GoalVest Advisory’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	$610	Buy	+6	New	+$598	﹤0.01%	486

Other funds holding RKLB

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

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

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GoalVest Advisory's RKLB Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Rocket Lab Corp (RKLB) in Q2 2026: 6 shares worth $610. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings.

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

GoalVest Advisory held 6 shares of Rocket Lab Corp worth $610 as of Q2 2026.
Rocket Lab Corp was a new GoalVest Advisory position in Q2 2026.
Rocket Lab Corp made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #486 holding.
156 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.