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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Root Financial Partners's RKLB Position: Q1 2026 in Review

Root Financial Partners reduced its Rocket Lab Corp (RKLB) stake by 7.8% in Q1 2026, selling an estimated $1.21K and leaving 189 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Root Financial Partners first reported a position in RKLB in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.3K in Q4 2025. 873 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • Root Financial Partners held 189 shares of Rocket Lab Corp worth $12.1K as of Q1 2026.
  • Root Financial Partners sold 16 Rocket Lab Corp shares in Q1 2026, an estimated $1.21K.
  • Rocket Lab Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1581 holding.
  • Root Financial Partners first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Rocket Lab Corp position peaked at $14.3K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.