Waverly Advisors’s Rocket Lab Corp RKLB Stock Holding History

Waverly 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 Q1	$1.85M	Sell	28,786 -13,046	-31%	-$984K	0.01%	664
2025 Q4	$2.92M	Buy	41,832 +9,276	+28%	+$532K	0.02%	504
2025 Q3	$1.56M	Sell	32,556 -52,622	-62%	-$2.39M	0.02%	546
2025 Q2	$3.05M	Buy	85,178 +4,259	+5%	+$104K	0.03%	398
2025 Q1	$1.45M	Sell	80,919 -53,757	-40%	-$1.29M	0.02%	539
2024 Q4	$3.43M	Sell	134,676 -37,546	-22%	-$659K	0.05%	275
2024 Q3	$1.68M	Buy	172,222 +17	+0%	+$103	0.03%	364
2024 Q2	$827K	Sell	172,205 -200	-0.1%	-$833	0.02%	467
2024 Q1	$709K	Buy	172,405 +200	+0.1%	+$923	0.02%	419
2023 Q4	$952K	Hold	172,205	–	–	0.04%	228
2023 Q3	$754K	Hold	172,205	–	–	0.03%	221
2023 Q2	$1.03M	Hold	172,205	–	–	0.05%	182
2023 Q1	$696K	Hold	172,205	–	–	0.04%	161
2022 Q4	$649K	Hold	172,205	–	–	0.04%	151
2022 Q3	$701K	Hold	172,205	–	–	0.05%	131
2022 Q2	$653K	Hold	172,205	–	–	0.06%	112
2022 Q1	$1.39M	Buy	+172,205	New	+$1.6M	0.12%	62

Other funds holding RKLB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Defiance ETFs New York $6.98B AUM

Waverly Advisors's RKLB Position: Q1 2026 in Review

Waverly Advisors reduced its Rocket Lab Corp (RKLB) stake by 31% in Q1 2026, selling an estimated $984K and leaving 28,786 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #664.

Waverly Advisors first reported a position in RKLB in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.43M in Q4 2024. 872 funds tracked by Wall St. Rank hold RKLB as of Q1 2026.

Waverly Advisors held 28,786 shares of Rocket Lab Corp worth $1.85M as of Q1 2026.
Waverly Advisors sold 13,046 Rocket Lab Corp shares in Q1 2026, an estimated $984K.
Rocket Lab Corp made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #664 holding.
Waverly Advisors first reported a position in Rocket Lab Corp in Q1 2022 and has held it in 17 quarters since.
Waverly Advisors's Rocket Lab Corp position peaked at $3.43M in Q4 2024.
872 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.