IAA
RKLB icon

Independent Advisor Alliance’s Rocket Lab Corp RKLB Stock Holding History

Independent Advisor Alliance’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 		$1.21M Buy
11,874
+2,987
+34% +$298K 0.03% 410
2026
Q1 		$571K Buy
8,887
+2,473
+39% +$186K 0.01% 1060
2025
Q4 		$447K Sell
6,414
-64
-1% -$3.67K 0.01% 678
2025
Q3 		$310K Buy
6,478
+368
+6% +$16.7K 0.01% 759
2025
Q2 		$219K Buy
+6,110
New +$150K 0.01% 819

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

Independent Advisor Alliance's RKLB Position: Q2 2026 in Review

Independent Advisor Alliance increased its Rocket Lab Corp (RKLB) stake by 34% in Q2 2026, buying an estimated $298K and bringing the position to 11,874 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #410.

Independent Advisor Alliance first reported a position in RKLB in Q2 2025 and has held it in 5 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Independent Advisor Alliance held 11,874 shares of Rocket Lab Corp worth $1.21M as of Q2 2026.
  • Independent Advisor Alliance bought 2,987 Rocket Lab Corp shares in Q2 2026, an estimated $298K.
  • Rocket Lab Corp made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #410 holding.
  • Independent Advisor Alliance first reported a position in Rocket Lab Corp in Q2 2025 and has held it in 5 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.