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Capital Advisors Ltd’s Cumberland Pharmaceuticals CPIX Stock Holding History

Capital Advisors Ltd’s Portfolio CPIX Stock Details CPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3K Hold
437
– – ﹤0.01% 1040
2026
Q1 		$1K Hold
437
– – ﹤0.01% 1177
2025
Q4 		$2K Hold
437
– – ﹤0.01% 1064
2025
Q3 		$1K Hold
437
– – ﹤0.01% 1159
2025
Q2 		$1K Hold
437
– – ﹤0.01% 1159
2025
Q1 		$2K Hold
437
– – ﹤0.01% 1040
2024
Q4 		$1K Buy
+437
New +$644 ﹤0.01% 1166

Other funds holding CPIX

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Capital Advisors Ltd's CPIX Position: Q2 2026 in Review

Capital Advisors Ltd held its Cumberland Pharmaceuticals (CPIX) position steady in Q2 2026 at 437 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Capital Advisors Ltd first reported a position in CPIX in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold CPIX as of Q2 2026.

  • Capital Advisors Ltd held 437 shares of Cumberland Pharmaceuticals worth $3K as of Q2 2026.
  • Capital Advisors Ltd left its Cumberland Pharmaceuticals share count unchanged in Q2 2026.
  • Cumberland Pharmaceuticals made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1040 holding.
  • Capital Advisors Ltd first reported a position in Cumberland Pharmaceuticals in Q4 2024 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held Cumberland Pharmaceuticals as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.