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Regal Investment Advisors’s Rocket Lab Corp RKLB Stock Holding History

Regal Investment 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 		$678K Sell
6,667
-2,631
-28% -$262K 0.04% 400
2026
Q1 		$597K Buy
9,298
+3,598
+63% +$271K 0.03% 398
2025
Q4 		$398K Sell
5,700
-21
-0.4% -$1.2K 0.02% 462
2025
Q3 		$274K Sell
5,721
-1,749
-23% -$79.3K 0.02% 482
2025
Q2 		$267K Buy
+7,470
New +$183K 0.02% 448
2024
Q4 		– Sell
-11,000
Closed -$107K – 506
2024
Q3 		$107K Sell
11,000
-177
-2% -$1.07K 0.01% 489
2024
Q2 		$53.6K Hold
11,177
– – ﹤0.01% 563
2024
Q1 		$45.9K Buy
11,177
+271
+2% +$1.25K ﹤0.01% 574
2023
Q4 		$60.3K Buy
+10,906
New +$49.3K ﹤0.01% 530

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

Regal Investment Advisors's RKLB Position: Q2 2026 in Review

Regal Investment Advisors reduced its Rocket Lab Corp (RKLB) stake by 28% in Q2 2026, selling an estimated $262K and leaving 6,667 shares worth $678K. The position accounts for 0.04% of the portfolio, ranked #400.

Regal Investment Advisors first reported a position in RKLB in Q4 2023 and has held it in 9 quarters since. 1,129 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Regal Investment Advisors held 6,667 shares of Rocket Lab Corp worth $678K as of Q2 2026.
  • Regal Investment Advisors sold 2,631 Rocket Lab Corp shares in Q2 2026, an estimated $262K.
  • Rocket Lab Corp made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #400 holding.
  • Regal Investment Advisors first reported a position in Rocket Lab Corp in Q4 2023 and has held it in 9 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.