RKLB — ROCKET LAB USA INC COM

Ownership history in Wellington Shields & Co., LLC  ·  12 quarters on record

AI Ownership Summary

Wellington Shields & Co., LLC reported ROCKET LAB USA INC COM (RKLB) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.99% in 2025 Q4. The latest visible filing shows RKLB at 0.99% 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 Wellington Shields & Co., LLC'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 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% 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.

RKLB stock page Wellington Shields & Co., LLC fund profile Wellington Shields & Co., LLC full holdings
How Wellington Shields & Co., LLC held RKLB — position size vs. price
% of Fund (quarterly)    RKLB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 57,643 -15,013 -20.7% 0.99% $4.0M 2026-02-14 (Est.) $67.44
2025 Q3 REDUCED 72,656 -3,859 -5.0% 0.91% $3.5M 2025-11-05 $56.42
2025 Q2 ADDED 76,515 +97 +0.1% 0.77% $2.7M 2025-08-05 $44.75
2025 Q1 ADDED 76,418 +1,896 +2.5% 0.43% $1.4M 2025-05-08 $23.10
2024 Q4 ADDED 74,522 +383 +0.5% 0.58% $1.9M 2025-02-10 $30.60
2024 Q3 ADDED 74,139 +4,997 +7.2% 0.22% $721K 2024-11-13 $18.83
2024 Q2 ADDED 69,142 +2,503 +3.8% 0.11% $332K 2024-08-07 $4.58
2024 Q1 REDUCED 66,639 -2,008 -2.9% 0.09% $274K 2024-05-03 $4.00
2023 Q4 ADDED 68,647 +3,033 +4.6% 0.09% $380K 2024-02-09 $4.34
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RKLB

As of 2026 Q1 — sorted by position size

ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 1.89% Intellectus Partners, LLC 3Y 7Y 0.83% Overbrook Management Corp 3Y 7Y 0.71% SANDERS MORRIS HARRIS LLC 3Y 7Y 0.53% Cadent Capital Advisors, LLC 3Y 0.42% Parisi Gray Wealth Management 3Y 7Y 0.24% Emergent Wealth Advisors, LLC 0.22% Silverleafe Capital Partners, LLC 3Y 7Y 0.22% Accel Wealth Management 3Y 0.14% Capital Advisors Wealth Management, LLC 3Y 0.12%

FAQ About Wellington Shields & Co., 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 Wellington Shields & Co., LLC reported owning RKLB?

Wellington Shields & Co., LLC reported RKLB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RKLB position in Wellington Shields & Co., LLC's portfolio?

The largest reported portfolio weight for RKLB was 0.99% in 2025 Q4.

What is the latest reported RKLB position on this page?

The most recent filing on this page is 2025 Q4, when Wellington Shields & Co., LLC reported 57,643 shares, equal to 0.99% of portfolio, with an estimated market value of $4.0M.

What does the chart on this RKLB ownership page compare?

The chart compares Wellington Shields & Co., 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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