RKLB ROCKET LAB USA INC

Ownership history in SANDERS MORRIS HARRIS LLC  ·  17 quarters on record

AI Ownership Summary

SANDERS MORRIS HARRIS LLC reported ROCKET LAB USA INC (RKLB) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.53% in 2026 Q1. The latest visible filing shows RKLB at 0.53% 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 SANDERS MORRIS HARRIS LLC'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
2026 Q1

RKLB was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 SANDERS MORRIS HARRIS LLC held RKLB — position size vs. price
% of Fund (quarterly)    RKLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 51,871 +11,371 +28.1% 0.53% $3.3M 2026-04-09 $66.74
2025 Q3 REDUCED 40,500 -1,200 -2.9% 0.26% $1.9M 2025-10-07 $61.51
2025 Q2 ADDED 41,700 +7,057 +20.4% 0.36% $1.5M 2025-07-30 $46.44
2025 Q1 ADDED 34,643 +6,343 +22.4% 0.10% $619K 2025-04-09 $20.59
2024 Q4 REDUCED 28,300 -7,000 -19.8% 0.11% $770K 2025-01-15 $24.87
2024 Q3 UNCHANGED 35,300 0% 0.06% $343K 2024-10-09 $9.45
2024 Q2 UNCHANGED 35,300 0% 0.03% $169K 2024-07-12 $5.65
2024 Q1 ADDED 35,300 +1,800 +5.4% 0.03% $145K 2024-04-11 $3.86
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SANDERS MORRIS HARRIS LLC and RKLB

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

How long has SANDERS MORRIS HARRIS LLC reported owning RKLB?

SANDERS MORRIS HARRIS LLC reported RKLB across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported RKLB position in SANDERS MORRIS HARRIS LLC's portfolio?

The largest reported portfolio weight for RKLB was 0.53% in 2026 Q1.

What is the latest reported RKLB position on this page?

The most recent filing on this page is 2026 Q1, when SANDERS MORRIS HARRIS LLC reported 51,871 shares, equal to 0.53% of portfolio, with an estimated market value of $3.3M.

What does the chart on this RKLB ownership page compare?

The chart compares SANDERS MORRIS HARRIS LLC'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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