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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
2025
Q1 		– Sell
-110,000
Closed -$2.8M – 1125
2024
Q4 		$2.8M Buy
+110,000
New +$1.93M 0.04% 320

Other funds holding RKLB

BlackRock
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DE
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.