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Sowell Financial Services’s Rocket Lab Corp RKLB Stock Holding History

Sowell Financial Services’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 		$233K Buy
+2,288
New +$228K 0.01% 990
2025
Q4 		– Sell
-5,404
Closed -$259K – 1168
2025
Q3 		$259K Buy
+5,404
New +$245K 0.01% 871

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

Sowell Financial Services's RKLB Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Rocket Lab Corp (RKLB) in Q2 2026: 2,288 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in RKLB as recently as Q3 2025.

Sowell Financial Services first reported a position in RKLB in Q3 2025 and has held it in 2 quarters since. The position peaked at $259K in Q3 2025. 1,130 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Sowell Financial Services held 2,288 shares of Rocket Lab Corp worth $233K as of Q2 2026.
  • Rocket Lab Corp was a new Sowell Financial Services position in Q2 2026.
  • Rocket Lab Corp made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #990 holding.
  • Sowell Financial Services first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 2 quarters since.
  • Sowell Financial Services's Rocket Lab Corp position peaked at $259K in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.