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

Kingswood 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 		$667K Sell
6,560
-55
-0.8% -$5.48K 0.03% 527
2026
Q1 		$425K Buy
+6,615
New +$499K 0.02% 590

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

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

Kingswood Wealth Advisors reduced its Rocket Lab Corp (RKLB) stake by 0.83% in Q2 2026, selling an estimated $5.48K and leaving 6,560 shares worth $667K. The position accounts for 0.03% of the portfolio, ranked #527.

Kingswood Wealth Advisors first reported a position in RKLB in Q1 2026 and has held it in 2 quarters since. 1,125 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Kingswood Wealth Advisors held 6,560 shares of Rocket Lab Corp worth $667K as of Q2 2026.
  • Kingswood Wealth Advisors sold 55 Rocket Lab Corp shares in Q2 2026, an estimated $5.48K.
  • Rocket Lab Corp made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #527 holding.
  • Kingswood Wealth Advisors first reported a position in Rocket Lab Corp in Q1 2026 and has held it in 2 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.