RKLB β€” ROCKET LAB USA INC

Ownership history in Gilbert & Cook, Inc.  Β·  11 quarters on record

AI Ownership Summary

Gilbert & Cook, Inc. reported ROCKET LAB USA INC (RKLB) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.38% in 2025 Q4. The latest visible filing shows RKLB at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RKLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gilbert & Cook, Inc.'s position in ROCKET LAB USA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RKLB was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gilbert & Cook, Inc. held RKLB β€” position size vs. price
% of Fund (quarterly)    RKLB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 43,207 +110 +0.3% 0.38% $3.0M 2026-02-14 (Est.) $67.44
2025 Q3 REDUCED 43,097 -302 -0.7% 0.27% $2.1M 2025-11-12 $49.97
2025 Q2 ADDED 43,399 +872 +2.1% 0.21% $1.6M 2025-08-05 $44.75
2025 Q1 ADDED 42,527 +35 +0.1% 0.11% $760K 2025-05-06 $22.37
2024 Q4 REDUCED 42,492 -173 -0.4% 0.15% $1.1M 2025-01-23 $31.57
2024 Q3 REDUCED 42,665 -1,272 -2.9% 0.06% $415K 2024-11-07 $13.46
2024 Q2 REDUCED 43,937 -4,521 -9.3% 0.03% $211K 2024-08-01 $4.96
2024 Q1 ADDED 48,458 +565 +1.2% 0.03% $199K 2024-05-02 $3.95
2023 Q4 ADDED 47,893 +3,598 +8.1% 0.04% $265K 2024-02-05 $4.07
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding RKLB

As of 2026 Q1 β€” sorted by position size

Bangor Savings Bank 3Y 7Y 0.0%

FAQ About Gilbert & Cook, Inc. and RKLB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gilbert & Cook, Inc. reported owning RKLB?

Gilbert & Cook, Inc. reported RKLB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RKLB position in Gilbert & Cook, Inc.'s portfolio?

The largest reported portfolio weight for RKLB was 0.38% in 2025 Q4.

What is the latest reported RKLB position on this page?

The most recent filing on this page is 2025 Q4, when Gilbert & Cook, Inc. reported 43,207 shares, equal to 0.38% of portfolio, with an estimated market value of $3.0M.

What does the chart on this RKLB ownership page compare?

The chart compares Gilbert & Cook, Inc.'s quarterly RKLB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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