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TrueWealth Financial Partners’s Rocket Lab Corp RKLB Stock Holding History

TrueWealth Financial Partners’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 		– Sell
-4,500
Closed -$314K – 98
2025
Q4 		$314K Buy
+4,500
New +$258K 0.26% 43

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Baillie Gifford & Co
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State Street
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Geode Capital Management
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JP Morgan Chase
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Capital World Investors
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Capital International Investors
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DE
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TrueWealth Financial Partners's RKLB Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of Rocket Lab Corp (RKLB) in Q1 2026, closing a stake of 4,500 shares — an estimated $314K sold.

TrueWealth Financial Partners first reported a position in RKLB in Q4 2025 and held it in 1 quarter. The position peaked at $314K in Q4 2025. 876 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining Rocket Lab Corp position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 4,500 Rocket Lab Corp shares in Q1 2026, an estimated $314K.
  • TrueWealth Financial Partners first reported a position in Rocket Lab Corp in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's Rocket Lab Corp position peaked at $314K in Q4 2025.
  • 876 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.