Capstone Investment Advisors
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Capstone Investment Advisors’s MSCI MSCI Stock Holding History

Capstone Investment Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-363
Closed -$206K – 1898
2025
Q3 		$206K Sell
363
-705
-66% -$399K ﹤0.01% 1817
2025
Q2 		$616K Buy
+1,068
New +$591K ﹤0.01% 1052
2025
Q1 		– Sell
-1,848
Closed -$1.11M – 1707
2024
Q4 		$1.11M Buy
1,848
+1,396
+309% +$838K ﹤0.01% 1034
2024
Q3 		$263K Sell
452
-1,149
-72% -$623K ﹤0.01% 1464
2024
Q2 		$771K Sell
1,601
-1,385
-46% -$687K ﹤0.01% 1089
2024
Q1 		$1.67M Buy
2,986
+1,920
+180% +$1.08M 0.01% 868
2023
Q4 		$603K Sell
1,066
-514
-33% -$265K ﹤0.01% 1250
2023
Q3 		$811K Buy
1,580
+1,343
+567% +$706K ﹤0.01% 1067
2023
Q2 		$111K Buy
237
+236
+23,600% +$115K ﹤0.01% 1679
2023
Q1 		$560 Buy
+1
New +$529 ﹤0.01% 1516
2022
Q4 		– Sell
-819
Closed -$345K – 1608
2022
Q3 		$345K Buy
+819
New +$375K ﹤0.01% 1370
2022
Q1 		– Sell
-40,001
Closed -$20.7M – 2122
2021
Q4 		$24.5M Buy
+40,001
New +$25.1M 0.04% 377
2021
Q2 		– Sell
-110
Closed -$52.4K – 1809
2021
Q1 		$46K Buy
+110
New +$46.2K ﹤0.01% 1606
2017
Q1 		– Sell
-3,887
Closed -$306K – 1038
2016
Q4 		$306K Sell
3,887
-16,613
-81% -$1.34M 0.01% 723
2016
Q3 		$1.72M Buy
20,500
+13,900
+211% +$1.18M 0.04% 284
2016
Q2 		$508K Buy
+6,600
New +$499K 0.01% 473

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capstone Investment Advisors's MSCI Position: Q4 2025 in Review

Capstone Investment Advisors sold out of MSCI (MSCI) in Q4 2025, closing a stake of 363 shares — an estimated $206K sold.

Capstone Investment Advisors first reported a position in MSCI in Q2 2016 and held it in 16 quarters. The position peaked at $24.5M in Q4 2021. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Capstone Investment Advisors reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 363 MSCI shares in Q4 2025, an estimated $206K.
  • Capstone Investment Advisors first reported a position in MSCI in Q2 2016 and held it in 16 quarters.
  • Capstone Investment Advisors's MSCI position peaked at $24.5M in Q4 2021.
  • 1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.