MSWA
RKLB icon

Marshall & Sterling Wealth Advisors’s Rocket Lab Corp RKLB Stock Holding History

Marshall & Sterling 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 		$20.3K Sell
200
-45
-18% -$4.48K 0.01% 209
2026
Q1 		$15.7K Sell
245
-47
-16% -$3.54K 0.01% 208
2025
Q4 		$20.4K Sell
292
-11
-4% -$631 0.01% 193
2025
Q3 		$14.5K Sell
303
-60
-17% -$2.72K 0.01% 302
2025
Q2 		$13K Sell
363
-95
-21% -$2.33K 0.01% 295
2025
Q1 		$8.19K Sell
458
-209
-31% -$5.01K 0.01% 359
2024
Q4 		$17K Buy
+667
New +$11.7K 0.01% 202

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

Marshall & Sterling Wealth Advisors's RKLB Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Rocket Lab Corp (RKLB) stake by 18% in Q2 2026, selling an estimated $4.48K and leaving 200 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #209.

Marshall & Sterling Wealth Advisors first reported a position in RKLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.4K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 200 shares of Rocket Lab Corp worth $20.3K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 45 Rocket Lab Corp shares in Q2 2026, an estimated $4.48K.
  • Rocket Lab Corp made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #209 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Rocket Lab Corp position peaked at $20.4K in Q4 2025.
  • 1,129 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.