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Pension & Wealth Management Advisors’s Rocket Lab Corp RKLB Stock Holding History

Pension & Wealth Management 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
Q2 		$20K Sell
196
-38
-16% -$3.79K 0.01% 397
2026
Q1 		$15.1K Buy
234
+30
+15% +$2.26K ﹤0.01% 376
2025
Q4 		$14.3K Sell
204
-139
-41% -$7.97K ﹤0.01% 388
2025
Q3 		$16.5K Buy
343
+136
+66% +$6.17K 0.01% 368
2025
Q2 		$7.44K Hold
207
– – ﹤0.01% 382
2025
Q1 		$3.72K Sell
207
-29
-12% -$695 ﹤0.01% 396
2024
Q4 		$6.01K Buy
+236
New +$4.14K ﹤0.01% 392

Other funds holding RKLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's RKLB Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Rocket Lab Corp (RKLB) stake by 16% in Q2 2026, selling an estimated $3.79K and leaving 196 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #397.

Pension & Wealth Management Advisors first reported a position in RKLB in Q4 2024 and has held it in 7 quarters since. 1,067 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Pension & Wealth Management Advisors held 196 shares of Rocket Lab Corp worth $20K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 38 Rocket Lab Corp shares in Q2 2026, an estimated $3.79K.
  • Rocket Lab Corp made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #397 holding.
  • Pension & Wealth Management Advisors first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 7 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.