Rockefeller Capital Management
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Rockefeller Capital Management’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Rockefeller Capital Management’s Portfolio HTEC Stock Details HTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52K Buy
1,575
+593
+60% +$20.9K ﹤0.01% 3254
2025
Q4 		$34.7K Buy
982
+238
+32% +$8.1K ﹤0.01% 3246
2025
Q3 		$23K Buy
+744
New +$22K ﹤0.01% 3296

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Rockefeller Capital Management increased its ROBO Global Healthcare Technology and Innovation ETF (HTEC) stake by 60% in Q1 2026, buying an estimated $20.9K and bringing the position to 1,575 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #3254.

Rockefeller Capital Management first reported a position in HTEC in Q3 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold HTEC as of Q1 2026.

  • Rockefeller Capital Management held 1,575 shares of ROBO Global Healthcare Technology and Innovation ETF worth $52K as of Q1 2026.
  • Rockefeller Capital Management bought 593 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2026, an estimated $20.9K.
  • ROBO Global Healthcare Technology and Innovation ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3254 holding.
  • Rockefeller Capital Management first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q3 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2026.

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