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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

Summit Trail Advisors's RKLB Position: Q1 2026 in Review

Summit Trail Advisors increased its Rocket Lab Corp (RKLB) stake by 78% in Q1 2026, buying an estimated $479K and bringing the position to 14,466 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #966.

Summit Trail Advisors first reported a position in RKLB in Q3 2025 and has held it in 3 quarters since. 872 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • Summit Trail Advisors held 14,466 shares of Rocket Lab Corp worth $929K as of Q1 2026.
  • Summit Trail Advisors bought 6,356 Rocket Lab Corp shares in Q1 2026, an estimated $479K.
  • Rocket Lab Corp made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #966 holding.
  • Summit Trail Advisors first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 3 quarters since.
  • 872 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.