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 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 $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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Defiance ETFs New York $6.98B AUM

MorganRosel Wealth Management's RKLB Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its Rocket Lab Corp (RKLB) stake by 27% in Q1 2026, selling an estimated $509K and leaving 18,006 shares worth $1.16M. The position accounts for 0.46% of the portfolio, ranked #37.

MorganRosel Wealth Management first reported a position in RKLB in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q4 2025. 872 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

MorganRosel Wealth Management held 18,006 shares of Rocket Lab Corp worth $1.16M as of Q1 2026.
MorganRosel Wealth Management sold 6,750 Rocket Lab Corp shares in Q1 2026, an estimated $509K.
Rocket Lab Corp made up 0.46% of MorganRosel Wealth Management's portfolio in Q1 2026, its #37 holding.
MorganRosel Wealth Management first reported a position in Rocket Lab Corp in Q3 2023 and has held it in 11 quarters since.
MorganRosel Wealth Management's Rocket Lab Corp position peaked at $1.73M in Q4 2025.
872 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.