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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Independent Advisor Alliance's RKLB Position: Q1 2026 in Review

Independent Advisor Alliance increased its Rocket Lab Corp (RKLB) stake by 39% in Q1 2026, buying an estimated $186K and bringing the position to 8,887 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #1060.

Independent Advisor Alliance first reported a position in RKLB in Q2 2025 and has held it in 4 quarters since. 872 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • Independent Advisor Alliance held 8,887 shares of Rocket Lab Corp worth $571K as of Q1 2026.
  • Independent Advisor Alliance bought 2,473 Rocket Lab Corp shares in Q1 2026, an estimated $186K.
  • Rocket Lab Corp made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1060 holding.
  • Independent Advisor Alliance first reported a position in Rocket Lab Corp in Q2 2025 and has held it in 4 quarters since.
  • 872 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.