Tradewinds Capital Management’s Rocket Lab Corp RKLB Stock Holding History

Tradewinds Capital Management’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	$26K	Buy	256 +116	+83%	+$11.6K	﹤0.01%	291
2026 Q1	$8.99K	Hold	140	–	–	﹤0.01%	407
2025 Q4	$9.77K	Sell	140 -101	-42%	-$5.79K	﹤0.01%	385
2025 Q3	$11.5K	Buy	241 +60	+33%	+$2.72K	﹤0.01%	353
2025 Q2	$6.47K	Buy	181 +141	+353%	+$3.45K	﹤0.01%	391
2025 Q1	$716	Hold	40	–	–	﹤0.01%	559
2024 Q4	$1.02K	Sell	40 -100	-71%	-$1.76K	﹤0.01%	548
2024 Q3	$1.36K	Buy	140 +100	+250%	+$607	﹤0.01%	500
2024 Q2	$192	Hold	40	–	–	﹤0.01%	562
2024 Q1	$165	Hold	40	–	–	﹤0.01%	526
2023 Q4	$222	Hold	40	–	–	﹤0.01%	439
2023 Q3	$176	Hold	40	–	–	﹤0.01%	470
2023 Q2	$240	Hold	40	–	–	﹤0.01%	435
2023 Q1	$162	Hold	40	–	–	﹤0.01%	457
2022 Q4	$151	Hold	40	–	–	﹤0.01%	489
2022 Q3	$0	Hold	40	–	–	﹤0.01%	485
2022 Q2	$0	Buy	+40	New	+$235	﹤0.01%	711
2021 Q3	–	Sell	-40	Closed	–	–	791
2021 Q2	$0	Hold	40	–	–	﹤0.01%	808
2021 Q1	$0	Buy	+40	New	+$443	﹤0.01%	776

Other funds holding RKLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tradewinds Capital Management's RKLB Position: Q2 2026 in Review

Tradewinds Capital Management increased its Rocket Lab Corp (RKLB) stake by 83% in Q2 2026, buying an estimated $11.6K and bringing the position to 256 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Tradewinds Capital Management first reported a position in RKLB in Q1 2021 and has held it in 19 quarters since. 1,122 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

Tradewinds Capital Management held 256 shares of Rocket Lab Corp worth $26K as of Q2 2026.
Tradewinds Capital Management bought 116 Rocket Lab Corp shares in Q2 2026, an estimated $11.6K.
Rocket Lab Corp made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #291 holding.
Tradewinds Capital Management first reported a position in Rocket Lab Corp in Q1 2021 and has held it in 19 quarters since.
1,122 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.