Root Financial Partners
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
Q3 		$95.3K Buy
+1,367
New +$98.4K ﹤0.01% 757
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 		$2.64K Buy
+55
New +$2.5K ﹤0.01% 1911

Other funds holding RKLB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's RKLB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Rocket Lab Corp (RKLB) in Q3 2026: 1,367 shares worth $95.3K. The stake represents ﹤0.01% of the portfolio and ranks #757 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RKLB as recently as Q1 2026.

Root Financial Partners first reported a position in RKLB in Q3 2025 and has held it in 4 quarters since. 897 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

  • Root Financial Partners held 1,367 shares of Rocket Lab Corp worth $95.3K as of Q3 2026.
  • Rocket Lab Corp was a new Root Financial Partners position in Q3 2026.
  • Rocket Lab Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #757 holding.
  • Root Financial Partners first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 4 quarters since.
  • 897 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.