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Summit Trail Advisors’s Rocket Lab Corp RKLB Stock Holding History

Summit Trail Advisors’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 		$1.59M Buy
15,634
+1,168
+8% +$116K 0.02% 758
2026
Q1 		$929K Buy
14,466
+6,356
+78% +$479K 0.01% 966
2025
Q4 		$566K Buy
8,110
+236
+3% +$13.5K 0.01% 1036
2025
Q3 		$377K Buy
+7,874
New +$357K 0.01% 1152

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

Summit Trail Advisors's RKLB Position: Q2 2026 in Review

Summit Trail Advisors increased its Rocket Lab Corp (RKLB) stake by 8.1% in Q2 2026, buying an estimated $116K and bringing the position to 15,634 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #758.

Summit Trail Advisors first reported a position in RKLB in Q3 2025 and has held it in 4 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Summit Trail Advisors held 15,634 shares of Rocket Lab Corp worth $1.59M as of Q2 2026.
  • Summit Trail Advisors bought 1,168 Rocket Lab Corp shares in Q2 2026, an estimated $116K.
  • Rocket Lab Corp made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #758 holding.
  • Summit Trail Advisors first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 4 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.