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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
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
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 $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's RKLB Position: Q1 2026 in Review

SHP Wealth Management increased its Rocket Lab Corp (RKLB) stake by 3.4% in Q1 2026, buying an estimated $1.89K and bringing the position to 760 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

SHP Wealth Management first reported a position in RKLB in Q4 2025 and has held it in 2 quarters since. The position peaked at $51.3K in Q4 2025. 876 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • SHP Wealth Management held 760 shares of Rocket Lab Corp worth $48.8K as of Q1 2026.
  • SHP Wealth Management bought 25 Rocket Lab Corp shares in Q1 2026, an estimated $1.89K.
  • Rocket Lab Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #496 holding.
  • SHP Wealth Management first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Rocket Lab Corp position peaked at $51.3K in Q4 2025.
  • 876 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.