IWC
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Integrated Wealth Concepts’s Rocket Lab Corp RKLB Stock Holding History

Integrated Wealth Concepts’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 		$3.06M Buy
30,112
+2,211
+8% +$220K 0.02% 673
2026
Q1 		$1.79M Buy
27,901
+15,817
+131% +$1.19M 0.01% 801
2025
Q4 		$843K Sell
12,084
-8,263
-41% -$474K 0.01% 847
2025
Q3 		$975K Buy
20,347
+8,769
+76% +$398K 0.01% 994
2025
Q2 		$414K Buy
+11,578
New +$283K ﹤0.01% 1375
2024
Q4 		– Sell
-12,473
Closed -$121K – 1774
2024
Q3 		$121K Sell
12,473
-56,905
-82% -$345K ﹤0.01% 1595
2024
Q2 		$333K Sell
69,378
-20,390
-23% -$85K ﹤0.01% 1259
2024
Q1 		$369K Buy
+89,768
New +$414K 0.01% 1201

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

Integrated Wealth Concepts's RKLB Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Rocket Lab Corp (RKLB) stake by 7.9% in Q2 2026, buying an estimated $220K and bringing the position to 30,112 shares worth $3.06M. The position accounts for 0.02% of the portfolio, ranked #673.

Integrated Wealth Concepts first reported a position in RKLB in Q1 2024 and has held it in 8 quarters since. 1,129 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Integrated Wealth Concepts held 30,112 shares of Rocket Lab Corp worth $3.06M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,211 Rocket Lab Corp shares in Q2 2026, an estimated $220K.
  • Rocket Lab Corp made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #673 holding.
  • Integrated Wealth Concepts first reported a position in Rocket Lab Corp in Q1 2024 and has held it in 8 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.