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Moneta Group Investment Advisors’s Rocket Lab Corp RKLB Stock Holding History

Moneta Group Investment 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
Q1 		$1.14M Sell
17,693
-9
-0.1% -$679 0.01% 345
2025
Q4 		$1.23M Buy
17,702
+1,412
+9% +$80.9K 0.01% 325
2025
Q3 		$780K Buy
16,290
+4,956
+44% +$225K 0.01% 403
2025
Q2 		$405K Buy
+11,334
New +$277K ﹤0.01% 488

Other funds holding RKLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Moneta Group Investment Advisors's RKLB Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Rocket Lab Corp (RKLB) stake by 0.05% in Q1 2026, selling an estimated $679 and leaving 17,693 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #345.

Moneta Group Investment Advisors first reported a position in RKLB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q4 2025. 872 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • Moneta Group Investment Advisors held 17,693 shares of Rocket Lab Corp worth $1.14M as of Q1 2026.
  • Moneta Group Investment Advisors sold 9 Rocket Lab Corp shares in Q1 2026, an estimated $679.
  • Rocket Lab Corp made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #345 holding.
  • Moneta Group Investment Advisors first reported a position in Rocket Lab Corp in Q2 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's Rocket Lab Corp position peaked at $1.23M in Q4 2025.
  • 872 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.