Question 1

Does Waverly Advisors own RKLB stock?

Accepted Answer

As of its Q1 2025 13F, Waverly Advisors held 80,919 shares of RKLB (Rocket Lab USA), worth $1.4M.

Question 2

How many shares of RKLB does Waverly Advisors own?

Accepted Answer

As of its Q1 2025 13F, Waverly Advisors held 80,919 shares of RKLB (Rocket Lab USA).

Question 3

What is Waverly Advisors' RKLB position worth?

Accepted Answer

As of its Q1 2025 13F, Waverly Advisors' RKLB position was worth $1.4M.

Question 4

When did Waverly Advisors first buy RKLB?

Accepted Answer

Waverly Advisors first reported RKLB in its Q1 2022 13F and listed it in 13 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$35.77	0
2025-Q1	Decreased	80,919	-39.9%	$1.4M	0.0%	$17.88	0
2024-Q4	Decreased	134,676	-21.8%	$3.4M	0.1%	$25.47	0
2024-Q3	Increased	172,222	+0.0%	$1.7M	0.0%	$9.73	26