Rockefeller Capital Management’s Sanara MedTech SMTI Stock Holding History

Rockefeller Capital Management’s Portfolio SMTI Stock Details SMTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$247K	Buy	14,393 +1,599	+12%	+$32.9K	﹤0.01%	2360
2025 Q4	$299K	Buy	+12,794	New	+$330K	﹤0.01%	2161
2023 Q3	–	Sell	-5,500	Closed	-$221K	–	1788
2023 Q2	$221K	Hold	5,500	–	–	﹤0.01%	1615
2023 Q1	$226K	Hold	5,500	–	–	﹤0.01%	1749
2022 Q4	$250K	Hold	5,500	–	–	﹤0.01%	1563
2022 Q3	$163K	Hold	5,500	–	–	﹤0.01%	1740
2022 Q2	$114K	Hold	5,500	–	–	﹤0.01%	1871
2022 Q1	$156K	Buy	5,500 +1,000	+22%	+$25.4K	﹤0.01%	1801
2021 Q4	$132K	Hold	4,500	–	–	﹤0.01%	1817
2021 Q3	$154K	Buy	4,500 +1,500	+50%	+$53.8K	﹤0.01%	1671
2021 Q2	$110K	Buy	3,000 +2,000	+200%	+$58.5K	﹤0.01%	1761
2021 Q1	$31K	Buy	+1,000	New	+$34.7K	﹤0.01%	2098

Other funds holding SMTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Rockefeller Capital Management increased its Sanara MedTech (SMTI) stake by 12% in Q1 2026, buying an estimated $32.9K and bringing the position to 14,393 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Rockefeller Capital Management first reported a position in SMTI in Q1 2021 and has held it in 12 quarters since. The position peaked at $299K in Q4 2025. 65 funds tracked by Wall St. Rank hold SMTI as of Q1 2026.

Rockefeller Capital Management held 14,393 shares of Sanara MedTech worth $247K as of Q1 2026.
Rockefeller Capital Management bought 1,599 Sanara MedTech shares in Q1 2026, an estimated $32.9K.
Sanara MedTech made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2360 holding.
Rockefeller Capital Management first reported a position in Sanara MedTech in Q1 2021 and has held it in 12 quarters since.
Rockefeller Capital Management's Sanara MedTech position peaked at $299K in Q4 2025.
65 funds tracked by Wall St. Rank held Sanara MedTech as of Q1 2026.

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