Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Rocket Lab Corp RKLB Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-9,000
Closed -$343K – 1131
2025
Q3 		$343K Buy
+9,000
New +$408K ﹤0.01% 1152

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners's RKLB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Rocket Lab Corp (RKLB) in Q4 2025, closing a stake of 9,601 shares — an estimated $460K sold.

Kovitz Investment Group Partners first reported a position in RKLB in Q1 2024 and held it in 5 quarters. The position peaked at $460K in Q3 2025. 829 funds tracked by Wall St. Rank hold RKLB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Rocket Lab Corp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,601 Rocket Lab Corp shares in Q4 2025, an estimated $460K.
  • Kovitz Investment Group Partners first reported a position in Rocket Lab Corp in Q1 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Rocket Lab Corp position peaked at $460K in Q3 2025.
  • 829 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.