Rockefeller Capital Management
MIST icon

Rockefeller Capital Management’s Milestone Pharmaceuticals MIST Stock Holding History

Rockefeller Capital Management’s Portfolio MIST Stock Details MIST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.8K Hold
12,500
– – ﹤0.01% 4145
2026
Q2 		$16.8K Hold
12,500
– – ﹤0.01% 3802
2026
Q1 		$14.9K Buy
12,500
+10,800
+635% +$18.9K ﹤0.01% 3833
2025
Q4 		$3.43K Buy
+1,700
New +$3.66K ﹤0.01% 4181

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Pavaki Capital Management
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Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
KCM
Kalehua Capital Management Dallas, Texas $132M AUM 92.09% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rockefeller Capital Management's MIST Position: Q3 2026 in Review

Rockefeller Capital Management held its Milestone Pharmaceuticals (MIST) position steady in Q3 2026 at 12,500 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4145.

Rockefeller Capital Management first reported a position in MIST in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.8K in Q2 2026. 49 funds tracked by Wall St. Rank hold MIST as of Q3 2026.

  • Rockefeller Capital Management held 12,500 shares of Milestone Pharmaceuticals worth $10.8K as of Q3 2026.
  • Rockefeller Capital Management left its Milestone Pharmaceuticals share count unchanged in Q3 2026.
  • Milestone Pharmaceuticals made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #4145 holding.
  • Rockefeller Capital Management first reported a position in Milestone Pharmaceuticals in Q4 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Milestone Pharmaceuticals position peaked at $16.8K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Milestone Pharmaceuticals as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.