Heritage Oak Wealth Advisors’s Rocket Lab Corp RKLB Stock Holding History

Heritage Oak 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	$207K	Buy	+2,036	New	+$203K	0.06%	98

Other funds holding RKLB

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

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

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

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Heritage Oak Wealth Advisors's RKLB Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in Rocket Lab Corp (RKLB) in Q2 2026: 2,036 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings.

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

Heritage Oak Wealth Advisors held 2,036 shares of Rocket Lab Corp worth $207K as of Q2 2026.
Rocket Lab Corp was a new Heritage Oak Wealth Advisors position in Q2 2026.
Rocket Lab Corp made up 0.06% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #98 holding.
306 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.