Rockefeller Capital Management
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Rockefeller Capital Management’s LiveOne LVO Stock Holding History

Rockefeller Capital Management’s Portfolio LVO Stock Details LVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.1K Hold
1,000
– – ﹤0.01% 4234
2025
Q4 		$4.72K Hold
1,000
– – ﹤0.01% 4086
2025
Q3 		$4.13K Sell
1,000
-273,744
-100% -$1.7M ﹤0.01% 3928
2025
Q2 		$2.07M Buy
+274,744
New +$2.04M ﹤0.01% 1098
2024
Q1 		– Sell
-274,744
Closed -$3.82M – 1705
2023
Q4 		$3.82M Buy
+274,744
New +$2.91M 0.01% 714

Other funds holding LVO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Rockefeller Capital Management held its LiveOne (LVO) position steady in Q1 2026 at 1,000 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4234.

Rockefeller Capital Management first reported a position in LVO in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.82M in Q4 2023. 32 funds tracked by Wall St. Rank hold LVO as of Q1 2026.

  • Rockefeller Capital Management held 1,000 shares of LiveOne worth $5.1K as of Q1 2026.
  • Rockefeller Capital Management left its LiveOne share count unchanged in Q1 2026.
  • LiveOne made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4234 holding.
  • Rockefeller Capital Management first reported a position in LiveOne in Q4 2023 and has held it in 5 quarters since.
  • Rockefeller Capital Management's LiveOne position peaked at $3.82M in Q4 2023.
  • 32 funds tracked by Wall St. Rank held LiveOne as of Q1 2026.

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