JWA
RKLB icon

JFS Wealth Advisors’s Rocket Lab Corp RKLB Stock Holding History

JFS Wealth 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 		$21.6K Buy
212
+10
+5% +$996 ﹤0.01% 750
2026
Q1 		$13K Buy
202
+136
+206% +$10.3K ﹤0.01% 855
2025
Q4 		$4.61K Buy
66
+42
+175% +$2.41K ﹤0.01% 1271
2025
Q3 		$1.15K Buy
+24
New +$1.09K ﹤0.01% 1592

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

JFS Wealth Advisors's RKLB Position: Q2 2026 in Review

JFS Wealth Advisors increased its Rocket Lab Corp (RKLB) stake by 5% in Q2 2026, buying an estimated $996 and bringing the position to 212 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

JFS Wealth Advisors first reported a position in RKLB in Q3 2025 and has held it in 4 quarters since. 1,122 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • JFS Wealth Advisors held 212 shares of Rocket Lab Corp worth $21.6K as of Q2 2026.
  • JFS Wealth Advisors bought 10 Rocket Lab Corp shares in Q2 2026, an estimated $996.
  • Rocket Lab Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #750 holding.
  • JFS Wealth Advisors first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 4 quarters since.
  • 1,122 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.