NWF Advisory Services’s Rocket Lab Corp RKLB Stock Holding History

NWF Advisory Services’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
2025 Q1	–	Sell	-17,625	Closed	-$449K	–	416
2024 Q4	$449K	Buy	+17,625	New	+$309K	0.07%	153

Other funds holding RKLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NWF Advisory Services's RKLB Position: Q1 2025 in Review

NWF Advisory Services sold out of Rocket Lab Corp (RKLB) in Q1 2025, closing a stake of 17,625 shares — an estimated $449K sold.

NWF Advisory Services first reported a position in RKLB in Q4 2024 and held it in 1 quarter. The position peaked at $449K in Q4 2024. 415 funds tracked by Wall St. Rank hold RKLB as of Q1 2025.

NWF Advisory Services reported no remaining Rocket Lab Corp position as of Q1 2025 after selling out during the quarter.
NWF Advisory Services sold 17,625 Rocket Lab Corp shares in Q1 2025, an estimated $449K.
NWF Advisory Services first reported a position in Rocket Lab Corp in Q4 2024 and held it in 1 quarter.
NWF Advisory Services's Rocket Lab Corp position peaked at $449K in Q4 2024.
415 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2025.

Based on NWF Advisory Services's 13F filing for Q1 2025, filed 12 Aug 2025.