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
Q2 		$8.22K Hold
298
– – ﹤0.01% 4088
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

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Rockefeller Capital Management's HEAL Position: Q2 2026 in Review

Rockefeller Capital Management held its Global X Funds Global X HealthTech ETF (HEAL) position steady in Q2 2026 at 298 shares worth $8.22K. The position accounts for ﹤0.01% of the portfolio, ranked #4088.

Rockefeller Capital Management first reported a position in HEAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.52K in Q3 2025. 28 funds tracked by Wall St. Rank hold HEAL as of Q2 2026.

  • Rockefeller Capital Management held 298 shares of Global X Funds Global X HealthTech ETF worth $8.22K as of Q2 2026.
  • Rockefeller Capital Management left its Global X Funds Global X HealthTech ETF share count unchanged in Q2 2026.
  • Global X Funds Global X HealthTech ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4088 holding.
  • Rockefeller Capital Management first reported a position in Global X Funds Global X HealthTech ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Global X Funds Global X HealthTech ETF position peaked at $9.52K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.