Toth Financial Advisory’s Rocket Lab Corp RKLB Stock Holding History

Toth Financial Advisory’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 Q3	$284K	Buy	4,080 +755	+23%	+$54.4K	0.03%	208
2026 Q2	$338K	Sell	3,325 -1,975	-37%	-$197K	0.03%	197
2026 Q1	$340K	Sell	5,300 -2,940	-36%	-$222K	0.04%	182
2025 Q4	$575K	Hold	8,240	–	–	0.06%	161
2025 Q3	$395K	Buy	+8,240	New	+$374K	0.04%	184
2023 Q3	–	Sell	-250	Closed	-$1.5K	–	831
2023 Q2	$1.5K	Buy	+250	New	+$1.15K	﹤0.01%	681

Other funds holding RKLB

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's RKLB Position: Q3 2026 in Review

Toth Financial Advisory increased its Rocket Lab Corp (RKLB) stake by 23% in Q3 2026, buying an estimated $54.4K and bringing the position to 4,080 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #208.

Toth Financial Advisory first reported a position in RKLB in Q2 2023 and has held it in 6 quarters since. The position peaked at $575K in Q4 2025. 32 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

Toth Financial Advisory held 4,080 shares of Rocket Lab Corp worth $284K as of Q3 2026.
Toth Financial Advisory bought 755 Rocket Lab Corp shares in Q3 2026, an estimated $54.4K.
Rocket Lab Corp made up 0.03% of Toth Financial Advisory's portfolio in Q3 2026, its #208 holding.
Toth Financial Advisory first reported a position in Rocket Lab Corp in Q2 2023 and has held it in 6 quarters since.
Toth Financial Advisory's Rocket Lab Corp position peaked at $575K in Q4 2025.
32 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.