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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
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

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 $3.37T AUM 44.26% 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

Wellington Shields & Co's RKLB Position: Q2 2026 in Review

Wellington Shields & Co increased its Rocket Lab Corp (RKLB) stake by 1.8% in Q2 2026, buying an estimated $104K and bringing the position to 59,164 shares worth $6.01M. The position accounts for 1.35% of the portfolio, ranked #14.

Wellington Shields & Co first reported a position in RKLB in Q1 2023 and has held it in 14 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Wellington Shields & Co held 59,164 shares of Rocket Lab Corp worth $6.01M as of Q2 2026.
  • Wellington Shields & Co bought 1,044 Rocket Lab Corp shares in Q2 2026, an estimated $104K.
  • Rocket Lab Corp made up 1.35% of Wellington Shields & Co's portfolio in Q2 2026, its #14 holding.
  • Wellington Shields & Co first reported a position in Rocket Lab Corp in Q1 2023 and has held it in 14 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.