Rockefeller Capital Management
STEM icon

Rockefeller Capital Management’s Stem STEM Stock Holding History

Rockefeller Capital Management’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.55K Sell
402
-5
-1% -$67 ﹤0.01% 4307
2025
Q4 		$6.13K Hold
407
– – ﹤0.01% 4002
2025
Q3 		$7.13K Buy
+407
New +$5.75K ﹤0.01% 3771
2024
Q3 		– Sell
-10,543
Closed -$234K – 1686
2024
Q2 		$234K Sell
10,543
-413
-4% -$12.1K ﹤0.01% 1603
2024
Q1 		$480K Sell
10,956
-31,503
-74% -$1.75M ﹤0.01% 1479
2023
Q4 		$3.29M Buy
42,459
+1,644
+4% +$113K 0.01% 756
2023
Q3 		$3.46M Buy
40,815
+1,079
+3% +$123K 0.01% 669
2023
Q2 		$4.55M Buy
39,736
+11,931
+43% +$1.18M 0.02% 619
2023
Q1 		$3.15M Buy
27,805
+22,760
+451% +$3.86M 0.01% 676
2022
Q4 		$902K Buy
5,045
+1,070
+27% +$257K ﹤0.01% 1044
2022
Q3 		$1.06M Buy
3,975
+3,688
+1,285% +$943K 0.01% 988
2022
Q2 		$41K Sell
287
-147
-34% -$24.4K ﹤0.01% 2385
2022
Q1 		$95K Buy
434
+175
+68% +$40.7K ﹤0.01% 2010
2021
Q4 		$98K Buy
259
+250
+2,778% +$108K ﹤0.01% 1952
2021
Q3 		$4K Hold
9
– – ﹤0.01% 3263
2021
Q2 		$6K Sell
9
-45
-83% -$24.5K ﹤0.01% 2991
2021
Q1 		$28K Buy
54
+25
+86% +$16.1K ﹤0.01% 2136
2020
Q4 		$11K Buy
+29
New +$7.31K ﹤0.01% 2212

Other funds holding STEM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Rockefeller Capital Management reduced its Stem (STEM) stake by 1.2% in Q1 2026, selling an estimated $67 and leaving 402 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #4307.

Rockefeller Capital Management first reported a position in STEM in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.55M in Q2 2023. 75 funds tracked by Wall St. Rank hold STEM as of Q1 2026.

  • Rockefeller Capital Management held 402 shares of Stem worth $3.55K as of Q1 2026.
  • Rockefeller Capital Management sold 5 Stem shares in Q1 2026, an estimated $67.
  • Stem made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4307 holding.
  • Rockefeller Capital Management first reported a position in Stem in Q4 2020 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Stem position peaked at $4.55M in Q2 2023.
  • 75 funds tracked by Wall St. Rank held Stem as of Q1 2026.

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