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Montag & Associates’s Rocket Lab Corp RKLB Stock Holding History

Montag & Associates’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 		$6.42K Hold
100
– – ﹤0.01% 788
2025
Q4 		$6.98K Hold
100
– – ﹤0.01% 796
2025
Q3 		$4.79K Buy
+100
New +$4.54K ﹤0.01% 829

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

Montag & Associates's RKLB Position: Q1 2026 in Review

Montag & Associates held its Rocket Lab Corp (RKLB) position steady in Q1 2026 at 100 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Montag & Associates first reported a position in RKLB in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.98K in Q4 2025. 872 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • Montag & Associates held 100 shares of Rocket Lab Corp worth $6.42K as of Q1 2026.
  • Montag & Associates left its Rocket Lab Corp share count unchanged in Q1 2026.
  • Rocket Lab Corp made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #788 holding.
  • Montag & Associates first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 3 quarters since.
  • Montag & Associates's Rocket Lab Corp position peaked at $6.98K in Q4 2025.
  • 872 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.