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United Capital Financial Advisors’s Rocket Lab Corp RKLB Stock Holding History

United Capital Financial 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
Q2 		$1.36M Buy
13,424
+4,073
+44% +$406K 0.01% 692
2026
Q1 		$601K Buy
9,351
+2,686
+40% +$203K ﹤0.01% 976
2025
Q4 		$465K Buy
6,665
+385
+6% +$22.1K ﹤0.01% 999
2025
Q3 		$301K Buy
+6,280
New +$285K ﹤0.01% 1018

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

United Capital Financial Advisors's RKLB Position: Q2 2026 in Review

United Capital Financial Advisors increased its Rocket Lab Corp (RKLB) stake by 44% in Q2 2026, buying an estimated $406K and bringing the position to 13,424 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #692.

United Capital Financial Advisors first reported a position in RKLB in Q3 2025 and has held it in 4 quarters since. 1,123 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • United Capital Financial Advisors held 13,424 shares of Rocket Lab Corp worth $1.36M as of Q2 2026.
  • United Capital Financial Advisors bought 4,073 Rocket Lab Corp shares in Q2 2026, an estimated $406K.
  • Rocket Lab Corp made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #692 holding.
  • United Capital Financial Advisors first reported a position in Rocket Lab Corp in Q3 2025 and has held it in 4 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.