Wellington Shields & Co
RKLB icon

Wellington Shields & Co’s Rocket Lab Corp RKLB Stock Holding History

Wellington Shields & Co’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
Q3 		– Sell
-59,164
Closed -$6.01M – 247
2026
Q2 		$6.01M Buy
59,164
+1,044
+2% +$104K 1.35% 14
2026
Q1 		$3.73M Buy
58,120
+477
+0.8% +$36K 0.95% 22
2025
Q4 		$4.02M Sell
57,643
-15,013
-21% -$861K 0.99% 19
2025
Q3 		$3.48M Sell
72,656
-3,859
-5% -$175K 0.91% 23
2025
Q2 		$2.74M Buy
76,515
+97
+0.1% +$2.37K 0.77% 25
2025
Q1 		$1.37M Buy
76,418
+1,896
+3% +$45.4K 0.43% 56
2024
Q4 		$1.9M Buy
74,522
+383
+0.5% +$6.72K 0.58% 38
2024
Q3 		$721K Buy
74,139
+4,997
+7% +$30.3K 0.22% 102
2024
Q2 		$332K Buy
69,142
+2,503
+4% +$10.4K 0.11% 154
2024
Q1 		$274K Sell
66,639
-2,008
-3% -$9.27K 0.09% 178
2023
Q4 		$380K Buy
68,647
+3,033
+5% +$13.7K 0.14% 138
2023
Q3 		$287K Buy
65,614
+12,369
+23% +$75.2K 0.07% 160
2023
Q2 		$319K Buy
53,245
+27,931
+110% +$128K 0.08% 156
2023
Q1 		$102K Buy
+25,314
New +$114K 0.02% 251

Other funds holding RKLB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return

Wellington Shields & Co's RKLB Position: Q3 2026 in Review

Wellington Shields & Co sold out of Rocket Lab Corp (RKLB) in Q3 2026, closing a stake of 59,164 shares — an estimated $6.01M sold.

Wellington Shields & Co first reported a position in RKLB in Q1 2023 and held it in 14 quarters. The position peaked at $6.01M in Q2 2026. 617 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

  • Wellington Shields & Co reported no remaining Rocket Lab Corp position as of Q3 2026 after selling out during the quarter.
  • Wellington Shields & Co sold 59,164 Rocket Lab Corp shares in Q3 2026, an estimated $6.01M.
  • Wellington Shields & Co first reported a position in Rocket Lab Corp in Q1 2023 and held it in 14 quarters.
  • Wellington Shields & Co's Rocket Lab Corp position peaked at $6.01M in Q2 2026.
  • 617 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

Based on Wellington Shields & Co's 13F filing for Q3 2026, filed 3 Nov 2026.