Wealth Enhancement Advisory Services
RKLB icon

Wealth Enhancement Advisory Services’s Rocket Lab Corp RKLB Stock Holding History

Wealth Enhancement Advisory Services’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 		$16.2K Buy
+200
New +$19.9K ﹤0.01% 4059

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Invesco
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State Street
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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

Wealth Enhancement Advisory Services's RKLB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Rocket Lab Corp (RKLB) stake by 0.75% in Q2 2026, selling an estimated $109K and leaving 144,564 shares worth $11.7M. The position accounts for 0.02% of the portfolio, ranked #607.

Wealth Enhancement Advisory Services first reported a position in RKLB in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.9M in Q4 2025. 1,128 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 144,564 shares of Rocket Lab Corp worth $11.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,097 Rocket Lab Corp shares in Q2 2026, an estimated $109K.
  • Rocket Lab Corp made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #607 holding.
  • Wealth Enhancement Advisory Services first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Rocket Lab Corp position peaked at $36.9M in Q4 2025.
  • 1,128 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.