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Wingate Wealth Advisors’s Rocket Lab Corp RKLB Stock Holding History

Wingate Wealth 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
2026
Q2 		$282K Buy
+2,770
New +$276K 0.12% 109
2025
Q1 		– Sell
-1,570
Closed -$40K – 346
2024
Q4 		$40K Buy
+1,570
New +$27.6K 0.04% 238

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

Wingate Wealth Advisors's RKLB Position: Q2 2026 in Review

Wingate Wealth Advisors opened a new position in Rocket Lab Corp (RKLB) in Q2 2026: 2,770 shares worth $282K. The stake represents 0.12% of the portfolio and ranks #109 among its holdings. This is a return to the name: Wingate Wealth Advisors previously reported a position in RKLB as recently as Q4 2024.

Wingate Wealth Advisors first reported a position in RKLB in Q4 2024 and has held it in 2 quarters since. 1,130 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Wingate Wealth Advisors held 2,770 shares of Rocket Lab Corp worth $282K as of Q2 2026.
  • Rocket Lab Corp was a new Wingate Wealth Advisors position in Q2 2026.
  • Rocket Lab Corp made up 0.12% of Wingate Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • Wingate Wealth Advisors first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 2 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.