WWM
RKLB icon

WJ Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

WJ Wealth Management’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 		$723K Sell
7,111
-135
-2% -$13.5K 0.29% 53
2026
Q1 		$465K Sell
7,246
-99
-1% -$7.46K 0.22% 55
2025
Q4 		$512K Sell
7,345
-65
-0.9% -$3.73K 0.22% 53
2025
Q3 		$467K Sell
7,410
-5,710
-44% -$259K 0.21% 56
2025
Q2 		$469K Buy
13,120
+2,960
+29% +$72.5K 0.15% 69
2025
Q1 		$182K Buy
10,160
+920
+10% +$22K 0.06% 80
2024
Q4 		$235K Buy
+9,240
New +$162K 0.08% 71

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

WJ Wealth Management's RKLB Position: Q2 2026 in Review

WJ Wealth Management reduced its Rocket Lab Corp (RKLB) stake by 1.9% in Q2 2026, selling an estimated $13.5K and leaving 7,111 shares worth $723K. The position accounts for 0.29% of the portfolio, ranked #53.

WJ Wealth Management first reported a position in RKLB in Q4 2024 and has held it in 7 quarters since. 1,127 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • WJ Wealth Management held 7,111 shares of Rocket Lab Corp worth $723K as of Q2 2026.
  • WJ Wealth Management sold 135 Rocket Lab Corp shares in Q2 2026, an estimated $13.5K.
  • Rocket Lab Corp made up 0.29% of WJ Wealth Management's portfolio in Q2 2026, its #53 holding.
  • WJ Wealth Management first reported a position in Rocket Lab Corp in Q4 2024 and has held it in 7 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.