Rockefeller Capital Management
HEAL

Rockefeller Capital Management’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Rockefeller Capital Management’s Portfolio HEAL Stock Details HEAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.1K Hold
298
– – ﹤0.01% 4132
2025
Q4 		$8.71K Hold
298
– – ﹤0.01% 3861
2025
Q3 		$9.52K Buy
+298
New +$9.42K ﹤0.01% 3666

Other funds holding HEAL

WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management's HEAL Position: Q1 2026 in Review

Rockefeller Capital Management held its Global X Funds Global X HealthTech ETF (HEAL) position steady in Q1 2026 at 298 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4132.

Rockefeller Capital Management first reported a position in HEAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.52K in Q3 2025. 30 funds tracked by Wall St. Rank hold HEAL as of Q1 2026.

  • Rockefeller Capital Management held 298 shares of Global X Funds Global X HealthTech ETF worth $7.1K as of Q1 2026.
  • Rockefeller Capital Management left its Global X Funds Global X HealthTech ETF share count unchanged in Q1 2026.
  • Global X Funds Global X HealthTech ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4132 holding.
  • Rockefeller Capital Management first reported a position in Global X Funds Global X HealthTech ETF in Q3 2025 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Global X Funds Global X HealthTech ETF position peaked at $9.52K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.