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Stephens Inc’s Rocket Lab Corp RKLB Stock Holding History

Stephens Inc’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 		$256K Sell
2,523
-7,552
-75% -$752K ﹤0.01% 1137
2026
Q1 		$647K Buy
10,075
+6,990
+227% +$527K 0.01% 779
2025
Q4 		$215K Sell
3,085
-7,552
-71% -$433K ﹤0.01% 1169
2025
Q3 		$510K Sell
10,637
-21,350
-67% -$968K 0.01% 845
2025
Q2 		$1.14M Buy
+31,987
New +$783K 0.02% 590

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 $3.37T AUM 44.26% 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

Stephens Inc's RKLB Position: Q2 2026 in Review

Stephens Inc reduced its Rocket Lab Corp (RKLB) stake by 75% in Q2 2026, selling an estimated $752K and leaving 2,523 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Stephens Inc first reported a position in RKLB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.14M in Q2 2025. 1,125 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Stephens Inc held 2,523 shares of Rocket Lab Corp worth $256K as of Q2 2026.
  • Stephens Inc sold 7,552 Rocket Lab Corp shares in Q2 2026, an estimated $752K.
  • Rocket Lab Corp made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1137 holding.
  • Stephens Inc first reported a position in Rocket Lab Corp in Q2 2025 and has held it in 5 quarters since.
  • Stephens Inc's Rocket Lab Corp position peaked at $1.14M in Q2 2025.
  • 1,125 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.