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

Spire 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
2025 Q2	–	Sell	-10,400	Closed	-$186K	–	2526
2025 Q1	$186K	Sell	10,400 -1,000	-9%	-$24K	0.01%	837
2024 Q4	$290K	Buy	11,400 +1,400	+14%	+$24.6K	0.01%	718
2024 Q3	$97.3K	Hold	10,000	–	–	﹤0.01%	919
2024 Q2	$48K	Hold	10,000	–	–	﹤0.01%	1136
2024 Q1	$41.1K	Buy	10,000 +7,200	+257%	+$33.2K	﹤0.01%	1282
2023 Q4	$13.6K	Hold	2,800	–	–	﹤0.01%	1653
2023 Q3	$12.3K	Hold	2,800	–	–	﹤0.01%	1663
2023 Q2	$16.8K	Hold	2,800	–	–	﹤0.01%	1650
2023 Q1	$11.3K	Hold	2,800	–	–	﹤0.01%	1798
2022 Q4	$11K	Hold	2,800	–	–	﹤0.01%	1585
2022 Q3	$11K	Sell	2,800 -8	-0.3%	-$39	﹤0.01%	1544
2022 Q2	$11K	Buy	+2,808	New	+$16.5K	﹤0.01%	1892

Other funds holding RKLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's RKLB Position: Q2 2025 in Review

Spire Wealth Management sold out of Rocket Lab Corp (RKLB) in Q2 2025, closing a stake of 10,400 shares — an estimated $186K sold.

Spire Wealth Management first reported a position in RKLB in Q2 2022 and held it in 12 quarters. The position peaked at $290K in Q4 2024. 514 funds tracked by Wall St. Rank hold RKLB as of Q2 2025.

Spire Wealth Management reported no remaining Rocket Lab Corp position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 10,400 Rocket Lab Corp shares in Q2 2025, an estimated $186K.
Spire Wealth Management first reported a position in Rocket Lab Corp in Q2 2022 and held it in 12 quarters.
Spire Wealth Management's Rocket Lab Corp position peaked at $290K in Q4 2024.
514 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.