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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors's RKLB Position: Q2 2026 in Review

Waverly Advisors reduced its Rocket Lab Corp (RKLB) stake by 9% in Q2 2026, selling an estimated $258K and leaving 26,194 shares worth $2.66M. The position accounts for 0.02% of the portfolio, ranked #631.

Waverly Advisors first reported a position in RKLB in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.43M in Q4 2024. 1,130 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Waverly Advisors held 26,194 shares of Rocket Lab Corp worth $2.66M as of Q2 2026.
  • Waverly Advisors sold 2,592 Rocket Lab Corp shares in Q2 2026, an estimated $258K.
  • Rocket Lab Corp made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #631 holding.
  • Waverly Advisors first reported a position in Rocket Lab Corp in Q1 2022 and has held it in 18 quarters since.
  • Waverly Advisors's Rocket Lab Corp position peaked at $3.43M in Q4 2024.
  • 1,130 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.