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
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 $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

Integrated Wealth Concepts's RKLB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Rocket Lab Corp (RKLB) stake by 131% in Q1 2026, buying an estimated $1.19M and bringing the position to 27,901 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #801.

Integrated Wealth Concepts first reported a position in RKLB in Q1 2024 and has held it in 7 quarters since. 872 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • Integrated Wealth Concepts held 27,901 shares of Rocket Lab Corp worth $1.79M as of Q1 2026.
  • Integrated Wealth Concepts bought 15,817 Rocket Lab Corp shares in Q1 2026, an estimated $1.19M.
  • Rocket Lab Corp made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #801 holding.
  • Integrated Wealth Concepts first reported a position in Rocket Lab Corp in Q1 2024 and has held it in 7 quarters since.
  • 872 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.