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LRI Investments’s Rocket Lab Corp RKLB Stock Holding History

LRI Investments’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 		$71.8K Buy
706
+670
+1,861% +$66.8K 0.01% 499
2026
Q1 		$2.31K Buy
36
+18
+100% +$1.36K ﹤0.01% 1246
2025
Q4 		$1.26K Buy
+18
New +$1.03K ﹤0.01% 1248
2025
Q1 		– Sell
-435
Closed -$11.1K – 1243
2024
Q4 		$11.1K Buy
+435
New +$7.64K ﹤0.01% 771

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

LRI Investments's RKLB Position: Q2 2026 in Review

LRI Investments increased its Rocket Lab Corp (RKLB) stake by 1,861% in Q2 2026, buying an estimated $66.8K and bringing the position to 706 shares worth $71.8K. The position accounts for 0.01% of the portfolio, ranked #499.

LRI Investments first reported a position in RKLB in Q4 2024 and has held it in 4 quarters since. 1,129 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • LRI Investments held 706 shares of Rocket Lab Corp worth $71.8K as of Q2 2026.
  • LRI Investments bought 670 Rocket Lab Corp shares in Q2 2026, an estimated $66.8K.
  • Rocket Lab Corp made up 0.01% of LRI Investments's portfolio in Q2 2026, its #499 holding.
  • LRI Investments first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 4 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.