Valeo Financial Advisors’s Rocket Lab Corp RKLB Stock Holding History

Valeo 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 Q3	$1.07M	Sell	15,345 -1,919	-11%	-$138K	0.02%	293
2026 Q2	$1.75M	Sell	17,264 -336	-2%	-$33.5K	0.04%	207
2026 Q1	$1.13M	Buy	17,600 +566	+3%	+$42.7K	0.03%	249
2025 Q4	$1.19M	Buy	17,034 +730	+4%	+$41.8K	0.03%	267
2025 Q3	$781K	Sell	16,304 -1,478	-8%	-$67K	0.02%	367
2025 Q2	$636K	Buy	+17,782	New	+$435K	0.02%	397
2025 Q1	–	Sell	-9,163	Closed	-$233K	–	756
2024 Q4	$233K	Buy	+9,163	New	+$161K	0.01%	627
2021 Q2	–	Sell	-3,000	Closed	-$36K	–	1531
2021 Q1	$36K	Buy	+3,000	New	+$33.3K	﹤0.01%	988

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

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

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Valeo Financial Advisors's RKLB Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Rocket Lab Corp (RKLB) stake by 11% in Q3 2026, selling an estimated $138K and leaving 15,345 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #293.

Valeo Financial Advisors first reported a position in RKLB in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.75M in Q2 2026. 32 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

Valeo Financial Advisors held 15,345 shares of Rocket Lab Corp worth $1.07M as of Q3 2026.
Valeo Financial Advisors sold 1,919 Rocket Lab Corp shares in Q3 2026, an estimated $138K.
Rocket Lab Corp made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #293 holding.
Valeo Financial Advisors first reported a position in Rocket Lab Corp in Q1 2021 and has held it in 8 quarters since.
Valeo Financial Advisors's Rocket Lab Corp position peaked at $1.75M in Q2 2026.
32 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

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