James T. Borello RIA
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James T. Borello RIA’s Rocket Lab Corp RKLB Stock Holding History

James T. Borello RIA’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 		$9.8K Sell
141
-4
-3% -$288 ﹤0.01% 608
2026
Q2 		$14.7K Sell
145
-39
-21% -$3.89K ﹤0.01% 491
2026
Q1 		$11.8K Buy
184
+75
+69% +$5.66K ﹤0.01% 515
2025
Q4 		$7.6K Buy
+109
New +$6.25K ﹤0.01% 488

Other funds holding RKLB

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

James T. Borello RIA's RKLB Position: Q3 2026 in Review

James T. Borello RIA reduced its Rocket Lab Corp (RKLB) stake by 2.8% in Q3 2026, selling an estimated $288 and leaving 141 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

James T. Borello RIA first reported a position in RKLB in Q4 2025 and has held it in 4 quarters since. The position peaked at $14.7K in Q2 2026. 200 funds tracked by Wall St. Rank hold RKLB as of Q3 2026.

  • James T. Borello RIA held 141 shares of Rocket Lab Corp worth $9.8K as of Q3 2026.
  • James T. Borello RIA sold 4 Rocket Lab Corp shares in Q3 2026, an estimated $288.
  • Rocket Lab Corp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #608 holding.
  • James T. Borello RIA first reported a position in Rocket Lab Corp in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Rocket Lab Corp position peaked at $14.7K in Q2 2026.
  • 200 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.