MorganRosel Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

MorganRosel Wealth Management’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	$1.53M	Sell	15,006 -3,000	-17%	-$299K	0.51%	36
2026 Q1	$1.16M	Sell	18,006 -6,750	-27%	-$509K	0.46%	37
2025 Q4	$1.73M	Hold	24,756	–	–	0.43%	38
2025 Q3	$1.19M	Sell	24,756 -8,252	-25%	-$374K	0.31%	54
2025 Q2	$1.18M	Hold	33,008	–	–	0.32%	53
2025 Q1	$590K	Hold	33,008	–	–	0.18%	73
2024 Q4	$841K	Hold	33,008	–	–	0.28%	62
2024 Q3	$321K	Hold	33,008	–	–	0.11%	89
2024 Q2	$158K	Hold	33,008	–	–	0.06%	98
2024 Q1	$136K	Hold	33,008	–	–	0.05%	103
2023 Q4	$183K	Hold	33,008	–	–	0.07%	96
2023 Q3	$145K	Buy	+33,008	New	+$201K	0.06%	96

Other funds holding RKLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MorganRosel Wealth Management's RKLB Position: Q2 2026 in Review

MorganRosel Wealth Management reduced its Rocket Lab Corp (RKLB) stake by 17% in Q2 2026, selling an estimated $299K and leaving 15,006 shares worth $1.53M. The position accounts for 0.51% of the portfolio, ranked #36.

MorganRosel Wealth Management first reported a position in RKLB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q4 2025. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

MorganRosel Wealth Management held 15,006 shares of Rocket Lab Corp worth $1.53M as of Q2 2026.
MorganRosel Wealth Management sold 3,000 Rocket Lab Corp shares in Q2 2026, an estimated $299K.
Rocket Lab Corp made up 0.51% of MorganRosel Wealth Management's portfolio in Q2 2026, its #36 holding.
MorganRosel Wealth Management first reported a position in Rocket Lab Corp in Q3 2023 and has held it in 12 quarters since.
MorganRosel Wealth Management's Rocket Lab Corp position peaked at $1.73M in Q4 2025.
1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

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