Rockefeller Capital Management
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Rockefeller Capital Management’s IDEX IEX Stock Holding History

Rockefeller Capital Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$700K Buy
3,693
+1,618
+78% +$319K ﹤0.01% 1785
2025
Q4 		$369K Sell
2,075
-723
-26% -$124K ﹤0.01% 2060
2025
Q3 		$455K Sell
2,798
-75,828
-96% -$12.8M ﹤0.01% 1814
2025
Q2 		$13.8M Sell
78,626
-42,236
-35% -$7.49M 0.03% 504
2025
Q1 		$21.9M Buy
120,862
+11,816
+11% +$2.35M 0.05% 336
2024
Q4 		$22.8M Buy
+109,046
New +$23.9M 0.06% 309
2024
Q2 		– Sell
-11,280
Closed -$2.75M – 1678
2024
Q1 		$2.75M Sell
11,280
-118
-1% -$26.7K 0.01% 881
2023
Q4 		$2.47M Sell
11,398
-793
-7% -$160K 0.01% 843
2023
Q3 		$2.54M Sell
12,191
-87
-0.7% -$18.9K 0.01% 762
2023
Q2 		$2.64M Buy
12,278
+640
+5% +$135K 0.01% 760
2023
Q1 		$2.69M Buy
11,638
+8
+0.1% +$1.82K 0.01% 726
2022
Q4 		$2.65M Buy
11,630
+63
+0.5% +$14.1K 0.01% 664
2022
Q3 		$2.31M Sell
11,567
-3,386
-23% -$684K 0.01% 719
2022
Q2 		$2.71M Sell
14,953
-371
-2% -$69.9K 0.01% 672
2022
Q1 		$2.94M Sell
15,324
-13
-0.1% -$2.64K 0.01% 683
2021
Q4 		$3.62M Buy
15,337
+2,339
+18% +$531K 0.02% 637
2021
Q3 		$2.69M Buy
12,998
+4,927
+61% +$1.09M 0.01% 669
2021
Q2 		$1.77M Sell
8,071
-210
-3% -$46.4K 0.01% 749
2021
Q1 		$1.73M Buy
8,281
+240
+3% +$47.6K 0.01% 622
2020
Q4 		$1.6M Buy
8,041
+2,919
+57% +$555K 0.01% 576
2020
Q3 		$934K Buy
5,122
+1,396
+37% +$242K 0.01% 613
2020
Q2 		$589K Sell
3,726
-813
-18% -$124K 0.01% 654
2020
Q1 		$627K Buy
4,539
+4,447
+4,834% +$698K 0.01% 564
2019
Q4 		$16K Buy
92
+59
+179% +$9.55K ﹤0.01% 1466
2019
Q3 		$5K Sell
33
-78
-70% -$12.9K ﹤0.01% 1619
2019
Q2 		$19K Sell
111
-744
-87% -$117K ﹤0.01% 1044
2019
Q1 		$130K Buy
855
+643
+303% +$90.9K ﹤0.01% 691
2018
Q4 		$27K Hold
212
– – ﹤0.01% 589
2018
Q3 		$32K Hold
212
– – ﹤0.01% 468
2018
Q2 		$29K Buy
+212
New +$29.6K ﹤0.01% 494

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Primecap Management
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Rockefeller Capital Management increased its IDEX (IEX) stake by 78% in Q1 2026, buying an estimated $319K and bringing the position to 3,693 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Rockefeller Capital Management first reported a position in IEX in Q2 2018 and has held it in 30 quarters since. The position peaked at $22.8M in Q4 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Rockefeller Capital Management held 3,693 shares of IDEX worth $700K as of Q1 2026.
  • Rockefeller Capital Management bought 1,618 IDEX shares in Q1 2026, an estimated $319K.
  • IDEX made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1785 holding.
  • Rockefeller Capital Management first reported a position in IDEX in Q2 2018 and has held it in 30 quarters since.
  • Rockefeller Capital Management's IDEX position peaked at $22.8M in Q4 2024.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

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