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J.W. Cole Advisors’s Rocket Lab Corp RKLB Stock Holding History

J.W. Cole 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 		$802K Buy
+7,888
New +$786K 0.01% 833
2026
Q1 		– Sell
-15,598
Closed -$337K – 1331
2025
Q4 		$337K Buy
15,598
+9,433
+153% +$541K 0.01% 1054
2025
Q3 		$295K Buy
+6,165
New +$280K 0.01% 1222
2024
Q2 		– Sell
-54,275
Closed -$223K – 938
2024
Q1 		$223K Hold
54,275
– – 0.01% 799
2023
Q4 		$300K Sell
54,275
-51,900
-49% -$234K 0.02% 650
2023
Q3 		$465K Buy
106,175
+13,800
+15% +$83.9K 0.03% 431
2023
Q2 		$554K Buy
92,375
+20,100
+28% +$92.2K 0.04% 398
2023
Q1 		$292K Sell
72,275
-250
-0.3% -$1.12K 0.02% 611
2022
Q4 		$273K Buy
72,525
+1,000
+1% +$4.37K 0.02% 594
2022
Q3 		$291K Buy
71,525
+735
+1% +$3.63K 0.02% 548
2022
Q2 		$268K Buy
70,790
+3,731
+6% +$22K 0.02% 585
2022
Q1 		$540K Buy
67,059
+12,486
+23% +$116K 0.04% 429
2021
Q4 		$670K Buy
54,573
+31,293
+134% +$430K 0.04% 382
2021
Q3 		$376K Buy
+23,280
New +$280K 0.03% 306

Other funds holding RKLB

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
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
US
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
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

J.W. Cole Advisors's RKLB Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Rocket Lab Corp (RKLB) in Q2 2026: 7,888 shares worth $802K. The stake represents 0.01% of the portfolio and ranks #833 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in RKLB as recently as Q4 2025.

J.W. Cole Advisors first reported a position in RKLB in Q3 2021 and has held it in 14 quarters since. 416 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • J.W. Cole Advisors held 7,888 shares of Rocket Lab Corp worth $802K as of Q2 2026.
  • Rocket Lab Corp was a new J.W. Cole Advisors position in Q2 2026.
  • Rocket Lab Corp made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #833 holding.
  • J.W. Cole Advisors first reported a position in Rocket Lab Corp in Q3 2021 and has held it in 14 quarters since.
  • 416 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.