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 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

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Valeo Financial Advisors's RKLB Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Rocket Lab Corp (RKLB) stake by 1.9% in Q2 2026, selling an estimated $33.5K and leaving 17,264 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #207.

Valeo Financial Advisors first reported a position in RKLB in Q1 2021 and has held it in 7 quarters since. 1,123 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

Valeo Financial Advisors held 17,264 shares of Rocket Lab Corp worth $1.75M as of Q2 2026.
Valeo Financial Advisors sold 336 Rocket Lab Corp shares in Q2 2026, an estimated $33.5K.
Rocket Lab Corp made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #207 holding.
Valeo Financial Advisors first reported a position in Rocket Lab Corp in Q1 2021 and has held it in 7 quarters since.
1,123 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.