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

Lodestone 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 		$400K Buy
3,939
+702
+22% +$69.9K 0.14% 132
2026
Q1 		$208K Buy
3,237
+441
+16% +$33.3K 0.08% 173
2025
Q4 		$195K Buy
+2,796
New +$160K 0.08% 174

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Lodestone Wealth Management increased its Rocket Lab Corp (RKLB) stake by 22% in Q2 2026, buying an estimated $69.9K and bringing the position to 3,939 shares worth $400K. The position accounts for 0.14% of the portfolio, ranked #132.

Lodestone Wealth Management first reported a position in RKLB in Q4 2025 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Lodestone Wealth Management held 3,939 shares of Rocket Lab Corp worth $400K as of Q2 2026.
  • Lodestone Wealth Management bought 702 Rocket Lab Corp shares in Q2 2026, an estimated $69.9K.
  • Rocket Lab Corp made up 0.14% of Lodestone Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Lodestone Wealth Management first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.