Question 1

How many shares of AOA does Rockefeller Capital Management L.P. own?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P. holds 611,739 shares of AOA (ISHARES TR).

Question 2

What is Rockefeller Capital Management L.P.'s AOA position worth?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P.'s AOA position is worth $59.7M.

Question 3

Is Rockefeller Capital Management L.P. buying or selling AOA?

Accepted Answer

In 2026-Q2, Rockefeller Capital Management L.P. increased their AOA position (+9.9% change in shares).

Question 4

When did Rockefeller Capital Management L.P. first buy AOA?

Accepted Answer

Based on available 13F filings, Rockefeller Capital Management L.P. first reported a position in AOA in 2020-Q1. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	611,739	+9.9%	$59.7M	0.1%	$96.92	32
2026-Q1	Increased	556,687	+0.5%	$49.3M	0.1%	$91.31	29
2025-Q4	Increased	553,823	+1.8%	$49.6M	0.1%	$90.06	30
2025-Q3	Decreased	544,260	-48.7%	$48M	0.1%	$86.80	0
2025-Q2	Increased	1.1M	+102.2%	$88.5M	0.1%	$81.37	58
2025-Q1	Increased	525,061	+2.0%	$40.2M	0.1%	$74.58	30
2024-Q4	Increased	514,729	+0.0%	$39.4M	0.1%	$74.94	35
2024-Q3	Increased	514,677	+7.5%	$40.6M	0.1%	$76.16	37
2024-Q2	Increased	478,759	+3.0%	$35.8M	0.1%	$71.63	36
2024-Q1	Decreased	464,639	-0.0%	$34.1M	0.1%	$70.16	0
2023-Q4	Increased	464,699	+8.1%	$32.1M	0.1%	$65.95	37
2023-Q3	Increased	429,848	+4.5%	$27.3M	0.1%	$59.88	36
2023-Q2	Increased	411,352	+0.9%	$27.3M	0.1%	$61.50	35
2023-Q1	Increased	407,598	+1.6%	$25.9M	0.1%	$58.75	35
2022-Q4	Increased	401,361	+1.3%	$24M	0.1%	$55.77	35
2022-Q3	Increased	396,052	+0.7%	$22M	0.1%	$51.70	34
2022-Q2	Increased	393,411	+2.9%	$23.6M	0.1%	$55.11	35
2022-Q1	Decreased	382,346	-1.5%	$26.4M	0.1%	$63.82	0
2021-Q4	Increased	388,274	+3.9%	$28.3M	0.1%	$66.70	36
2021-Q3	Increased	373,871	+1.5%	$26.1M	0.1%	$63.49	35
2021-Q2	Decreased	368,408	-0.4%	$26M	0.1%	$63.70	0
2021-Q1	New	369,854	-	$24.8M	0.2%	$59.99	47
2020-Q2	Exited	0	-100.0%	$0	0.0%	$48.16	0
2020-Q1	New	302	-	$14,000	0.0%	$42.16	25

AOA24 quarters

AOA
24 quarters