Rockefeller Capital Management’s Avalon Holdings AWX Stock Holding History

Rockefeller Capital Management’s Portfolio AWX Stock Details AWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.26K	Buy	+500	New	+$1.31K	﹤0.01%	4624

Other funds holding AWX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $1.98B AUM 13.5% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

Rockefeller Capital Management's AWX Position: Q3 2026 in Review

Rockefeller Capital Management opened a new position in Avalon Holdings (AWX) in Q3 2026: 500 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #4624 among its holdings.

12 funds tracked by Wall St. Rank hold AWX as of Q3 2026.

Rockefeller Capital Management held 500 shares of Avalon Holdings worth $1.26K as of Q3 2026.
Avalon Holdings was a new Rockefeller Capital Management position in Q3 2026.
Avalon Holdings made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #4624 holding.
12 funds tracked by Wall St. Rank held Avalon Holdings as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.