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Spectrum Wealth Counsel’s Rocket Lab Corp RKLB Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$35.8K Buy
2,000
+1,000
+100% +$24K ﹤0.01% 185
2024
Q4 		$25.5K Buy
+1,000
New +$17.6K ﹤0.01% 194

Other funds holding RKLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spectrum Wealth Counsel's RKLB Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Rocket Lab Corp (RKLB) stake by 100% in Q1 2025, buying an estimated $24K and bringing the position to 2,000 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Spectrum Wealth Counsel first reported a position in RKLB in Q4 2024 and has held it in 2 quarters since. 415 funds tracked by Wall St. Rank hold RKLB as of Q1 2025.

  • Spectrum Wealth Counsel held 2,000 shares of Rocket Lab Corp worth $35.8K as of Q1 2025.
  • Spectrum Wealth Counsel bought 1,000 Rocket Lab Corp shares in Q1 2025, an estimated $24K.
  • Rocket Lab Corp made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #185 holding.
  • Spectrum Wealth Counsel first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 2 quarters since.
  • 415 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.