Pandora Wealth, Inc. RKLB β€” ROCKET LAB USA INC COM

Ownership history in Pandora Wealth, Inc.  Β·  4 quarters on record

AI Ownership Summary

Pandora Wealth, Inc. reported ROCKET LAB USA INC COM (RKLB) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.52% in 2025 Q4. The latest visible filing shows RKLB at 0.52% 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.

What this RKLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pandora Wealth, Inc.'s position in ROCKET LAB USA INC COM, 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 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% 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
2025 Q1 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.

RKLB stock page Pandora Wealth, Inc. fund profile Pandora Wealth, Inc. full holdings
How Pandora Wealth, Inc. held RKLB β€” position size vs. price
% of Fund (quarterly)    RKLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 12,183 +4,183 +52.3% 0.52% $850K 2026-02-14 (Est.) $67.44
2025 Q3 ADDED β€” β€” β€” 8,000 +500 +6.7% 0.23% $383K 2025-11-03 $61.34
2025 Q2 REDUCED 38.0% +31.4% ❌ 7,500 -4,600 -38.0% 0.16% $268K 2025-07-25 $47.43
2025 Q1 INITIATED β€” β€” β€” 12,100 β€” β€” 0.14% $216K 2025-05-12 $21.26

🏒 Other funds also holding RKLB

As of 2026 Q1 β€” sorted by position size

TB Alternative Assets Ltd. 3Y 7Y 4.79% UNICOM Systems, Inc. 4.33% Connective Portfolio Management, LLC 3Y 2.78% SHARPEPOINT LLC 2.13% UDINE WEALTH MANAGEMENT, INC. 3Y 2.0% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 1.89% Terra Nova Asset Management LLC 3Y 7Y 1.51% McGuire Investment Group, LLC 3Y 7Y 1.38% Katamaran Capital LLP 1.02% Pinnacle Wealth Management, LLC 3Y 0.96%

FAQ About Pandora Wealth, 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 Pandora Wealth, Inc. reported owning RKLB?

Pandora Wealth, Inc. reported RKLB across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported RKLB position in Pandora Wealth, Inc.'s portfolio?

The largest reported portfolio weight for RKLB was 0.52% in 2025 Q4.

What is the latest reported RKLB position on this page?

The most recent filing on this page is 2025 Q4, when Pandora Wealth, Inc. reported 12,183 shares, equal to 0.52% of portfolio, with an estimated market value of $850K.

What does the chart on this RKLB ownership page compare?

The chart compares Pandora Wealth, 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.

How well did Pandora Wealth, Inc. time their RKLB position?

Based on 13F filing dates vs. subsequent RKLB price moves, Pandora Wealth, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on RKLB relative to SPY over the holding period was +266.8%.

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