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True Wealth Design’s Rocket Lab Corp RKLB Stock Holding History

True Wealth Design’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 		$6.4K Buy
63
+12
+24% +$1.2K ﹤0.01% 1229
2026
Q1 		$3.28K Buy
51
+9
+21% +$679 ﹤0.01% 1369
2025
Q4 		$2.93K Buy
42
+11
+35% +$631 ﹤0.01% 1303
2025
Q3 		$1.49K Buy
31
+21
+210% +$953 ﹤0.01% 1596
2025
Q2 		$358 Hold
10
– – ﹤0.01% 1868
2025
Q1 		$179 Buy
+10
New +$240 ﹤0.01% 2001

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

True Wealth Design's RKLB Position: Q2 2026 in Review

True Wealth Design increased its Rocket Lab Corp (RKLB) stake by 24% in Q2 2026, buying an estimated $1.2K and bringing the position to 63 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

True Wealth Design first reported a position in RKLB in Q1 2025 and has held it in 6 quarters since. 1,125 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • True Wealth Design held 63 shares of Rocket Lab Corp worth $6.4K as of Q2 2026.
  • True Wealth Design bought 12 Rocket Lab Corp shares in Q2 2026, an estimated $1.2K.
  • Rocket Lab Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1229 holding.
  • True Wealth Design first reported a position in Rocket Lab Corp in Q1 2025 and has held it in 6 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.