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Cape Investment Advisory’s Hain Celestial HAIN Stock Holding History

Cape Investment Advisory’s Portfolio HAIN Stock Details HAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,500
Closed -$14.5K – 1205
2025
Q1 		$14.5K Buy
3,500
+3,000
+600% +$13.4K 0.01% 537
2024
Q4 		$3.08K Buy
+500
New +$4K ﹤0.01% 829

Other funds holding HAIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cape Investment Advisory's HAIN Position: Q2 2025 in Review

Cape Investment Advisory sold out of Hain Celestial (HAIN) in Q2 2025, closing a stake of 3,500 shares — an estimated $14.5K sold.

Cape Investment Advisory first reported a position in HAIN in Q4 2024 and held it in 2 quarters. The position peaked at $14.5K in Q1 2025. 186 funds tracked by Wall St. Rank hold HAIN as of Q2 2025.

  • Cape Investment Advisory reported no remaining Hain Celestial position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 3,500 Hain Celestial shares in Q2 2025, an estimated $14.5K.
  • Cape Investment Advisory first reported a position in Hain Celestial in Q4 2024 and held it in 2 quarters.
  • Cape Investment Advisory's Hain Celestial position peaked at $14.5K in Q1 2025.
  • 186 funds tracked by Wall St. Rank held Hain Celestial as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.