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Summit Securities Group’s Rocket Lab Corp RKLB Stock Holding History

Summit Securities Group’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
2022
Q1 		– Sell
-4,000
Closed -$49K – 1316
2021
Q4 		$49K Buy
4,000
+3,734
+1,404% +$51.3K ﹤0.01% 729
2021
Q3 		$429K Buy
+266
New +$3.2K 0.03% 438

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Securities Group's RKLB Position: Q2 2025 in Review

Summit Securities Group sold out of Rocket Lab Corp (RKLB) in Q2 2025, closing a stake of 1,082 shares — an estimated $19.3K sold.

Summit Securities Group first reported a position in RKLB in Q3 2021 and held it in 2 quarters. The position peaked at $434K in Q3 2021. 514 funds tracked by Wall St. Rank hold RKLB as of Q2 2025.

  • Summit Securities Group reported no remaining Rocket Lab Corp position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,082 Rocket Lab Corp shares in Q2 2025, an estimated $19.3K.
  • Summit Securities Group first reported a position in Rocket Lab Corp in Q3 2021 and held it in 2 quarters.
  • Summit Securities Group's Rocket Lab Corp position peaked at $434K in Q3 2021.
  • 514 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.