RFP
RKLB icon

Root Financial Partners’s Rocket Lab Corp RKLB Stock Holding History

Root Financial Partners’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 		– Sell
-189
Closed -$12.1K – 2562
2026
Q1 		$12.1K Sell
189
-16
-8% -$1.21K ﹤0.01% 1581
2025
Q4 		$14.3K Buy
205
+150
+273% +$8.6K ﹤0.01% 1341
2025
Q3 		$2.63K Buy
+55
New +$2.5K ﹤0.01% 1911

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

Root Financial Partners's RKLB Position: Q2 2026 in Review

Root Financial Partners sold out of Rocket Lab Corp (RKLB) in Q2 2026, closing a stake of 189 shares — an estimated $12.1K sold.

Root Financial Partners first reported a position in RKLB in Q3 2025 and held it in 3 quarters. The position peaked at $14.3K in Q4 2025. 1,128 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Root Financial Partners reported no remaining Rocket Lab Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 189 Rocket Lab Corp shares in Q2 2026, an estimated $12.1K.
  • Root Financial Partners first reported a position in Rocket Lab Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Rocket Lab Corp position peaked at $14.3K in Q4 2025.
  • 1,128 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.