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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 		– Sell
-500
Closed -$32.1K – 876
2026
Q1 		$32.1K Hold
500
– – ﹤0.01% 731
2025
Q4 		$34.9K Buy
+500
New +$28.7K ﹤0.01% 816

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
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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. 37 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.
  • 37 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.