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SHP Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

SHP Wealth Management’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 		$77.5K Buy
762
+2
+0.3% +$199 0.01% 455
2026
Q1 		$48.8K Buy
760
+25
+3% +$1.89K ﹤0.01% 496
2025
Q4 		$51.3K Buy
+735
New +$42.1K ﹤0.01% 472

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 $3.38T AUM 44.17% 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

SHP Wealth Management's RKLB Position: Q2 2026 in Review

SHP Wealth Management increased its Rocket Lab Corp (RKLB) stake by 0.26% in Q2 2026, buying an estimated $199 and bringing the position to 762 shares worth $77.5K. The position accounts for 0.01% of the portfolio, ranked #455.

SHP Wealth Management first reported a position in RKLB in Q4 2025 and has held it in 3 quarters since. 1,130 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • SHP Wealth Management held 762 shares of Rocket Lab Corp worth $77.5K as of Q2 2026.
  • SHP Wealth Management bought 2 Rocket Lab Corp shares in Q2 2026, an estimated $199.
  • Rocket Lab Corp made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #455 holding.
  • SHP Wealth Management first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.