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Medallion Wealth Advisors’s Rocket Lab Corp RKLB Stock Holding History

Medallion 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 		$25K Buy
246
+21
+9% +$2.09K 0.01% 598
2026
Q1 		$14.4K Buy
225
+208
+1,224% +$15.7K ﹤0.01% 713
2025
Q4 		$1.19K Hold
17
– – ﹤0.01% 1039
2025
Q3 		$814 Hold
17
– – ﹤0.01% 1040
2025
Q2 		$584 Buy
17
+3
+21% +$73 ﹤0.01% 1041
2025
Q1 		$254 Buy
14
+7
+100% +$168 ﹤0.01% 1041
2024
Q4 		$178 Buy
+7
New +$123 ﹤0.01% 988

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

Medallion Wealth Advisors's RKLB Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Rocket Lab Corp (RKLB) stake by 9.3% in Q2 2026, buying an estimated $2.09K and bringing the position to 246 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #598.

Medallion Wealth Advisors first reported a position in RKLB in Q4 2024 and has held it in 7 quarters since. 1,129 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Medallion Wealth Advisors held 246 shares of Rocket Lab Corp worth $25K as of Q2 2026.
  • Medallion Wealth Advisors bought 21 Rocket Lab Corp shares in Q2 2026, an estimated $2.09K.
  • Rocket Lab Corp made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #598 holding.
  • Medallion Wealth Advisors first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 7 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.