Lakeridge Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

Lakeridge Wealth Management’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	$1.02M	Buy	+10,036	New	+$1,000K	0.37%	54
2025 Q3	–	Sell	-10,000	Closed	-$358K	–	158
2025 Q2	$358K	Sell	10,000 -3,000	-23%	-$73.4K	0.16%	106
2025 Q1	$232K	Hold	13,000	–	–	0.12%	138
2024 Q4	$331K	Hold	13,000	–	–	0.17%	108
2024 Q3	$126K	Buy	13,000 +3,000	+30%	+$18.2K	0.07%	151
2024 Q2	$48K	Buy	+10,000	New	+$41.7K	0.03%	144

Other funds holding RKLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lakeridge Wealth Management's RKLB Position: Q2 2026 in Review

Lakeridge Wealth Management opened a new position in Rocket Lab Corp (RKLB) in Q2 2026: 10,036 shares worth $1.02M. The stake represents 0.37% of the portfolio and ranks #54 among its holdings. This is a return to the name: Lakeridge Wealth Management previously reported a position in RKLB as recently as Q2 2025.

Lakeridge Wealth Management first reported a position in RKLB in Q2 2024 and has held it in 6 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

Lakeridge Wealth Management held 10,036 shares of Rocket Lab Corp worth $1.02M as of Q2 2026.
Rocket Lab Corp was a new Lakeridge Wealth Management position in Q2 2026.
Rocket Lab Corp made up 0.37% of Lakeridge Wealth Management's portfolio in Q2 2026, its #54 holding.
Lakeridge Wealth Management first reported a position in Rocket Lab Corp in Q2 2024 and has held it in 6 quarters since.
1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.