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Schneider Downs Wealth Management Advisors’s Rocket Lab Corp RKLB Stock Holding History

Schneider Downs 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 		$1.18M Buy
11,610
+589
+5% +$58.7K 0.11% 65
2026
Q1 		$708K Hold
11,021
– – 0.08% 80
2025
Q4 		$769K Buy
11,021
+21
+0.2% +$1.2K 0.09% 77
2025
Q3 		$527K Hold
11,000
– – 0.06% 91
2025
Q2 		$393K Hold
11,000
– – 0.06% 106
2025
Q1 		$197K Hold
11,000
– – 0.04% 138
2024
Q4 		$280K Hold
11,000
– – 0.05% 113
2024
Q3 		$107K Buy
+11,000
New +$66.8K 0.02% 140

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

Schneider Downs Wealth Management Advisors's RKLB Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Rocket Lab Corp (RKLB) stake by 5.3% in Q2 2026, buying an estimated $58.7K and bringing the position to 11,610 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #65.

Schneider Downs Wealth Management Advisors first reported a position in RKLB in Q3 2024 and has held it in 8 quarters since. 1,125 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 11,610 shares of Rocket Lab Corp worth $1.18M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors bought 589 Rocket Lab Corp shares in Q2 2026, an estimated $58.7K.
  • Rocket Lab Corp made up 0.11% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #65 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Rocket Lab Corp in Q3 2024 and has held it in 8 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.