West Wealth Group
RKLB icon

West Wealth Group’s Rocket Lab Corp RKLB Stock Holding History

West Wealth Group’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 		$405K Sell
5,813
-16
-0.3% -$1.15K 0.06% 99
2026
Q2 		$593K Buy
5,829
+16
+0.3% +$1.59K 0.1% 74
2026
Q1 		$373K Hold
5,813
– – 0.07% 94
2025
Q4 		$406K Buy
5,813
+13
+0.2% +$745 0.08% 76
2025
Q3 		$402K Hold
5,800
– – 0.09% 76
2025
Q2 		$256K Buy
+5,800
New +$142K 0.06% 95

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Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

West Wealth Group's RKLB Position: Q3 2026 in Review

West Wealth Group reduced its Rocket Lab Corp (RKLB) stake by 0.27% in Q3 2026, selling an estimated $1.15K and leaving 5,813 shares worth $405K. The position accounts for 0.06% of the portfolio, ranked #99.

West Wealth Group first reported a position in RKLB in Q2 2025 and has held it in 6 quarters since. The position peaked at $593K in Q2 2026. 276 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

  • West Wealth Group held 5,813 shares of Rocket Lab Corp worth $405K as of Q3 2026.
  • West Wealth Group sold 16 Rocket Lab Corp shares in Q3 2026, an estimated $1.15K.
  • Rocket Lab Corp made up 0.06% of West Wealth Group's portfolio in Q3 2026, its #99 holding.
  • West Wealth Group first reported a position in Rocket Lab Corp in Q2 2025 and has held it in 6 quarters since.
  • West Wealth Group's Rocket Lab Corp position peaked at $593K in Q2 2026.
  • 276 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.