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
Q1 		– Sell
-100
Closed -$60K – 1706
2024
Q4 		$60K Sell
100
-1,800
-95% -$1.08M ﹤0.01% 1745
2024
Q3 		$1.11M Buy
1,900
+200
+12% +$108K ﹤0.01% 929
2024
Q2 		$819K Hold
1,700
– – ﹤0.01% 1066
2024
Q1 		$953K Sell
1,700
-300
-15% -$169K ﹤0.01% 1179
2023
Q4 		$1.13M Buy
2,000
+1,800
+900% +$929K ﹤0.01% 1010
2023
Q3 		$103K Sell
200
-200
-50% -$105K ﹤0.01% 1953
2023
Q2 		$188K Hold
400
– – ﹤0.01% 1577
2023
Q1 		$224K Buy
+400
New +$212K ﹤0.01% 1244
2022
Q4 		– Sell
-1,800
Closed -$759K – 1607
2022
Q3 		$759K Buy
1,800
+300
+20% +$137K ﹤0.01% 1131
2022
Q2 		$618K Sell
1,500
-1,600
-52% -$697K ﹤0.01% 1174
2022
Q1 		$1.56M Hold
3,100
– – ﹤0.01% 1167
2021
Q4 		$1.9M Sell
3,100
-2,000
-39% -$1.25M ﹤0.01% 1136
2021
Q3 		$3.1M Buy
5,100
+1,200
+31% +$733K 0.01% 1025
2021
Q2 		$2.08M Sell
3,900
-800
-17% -$381K ﹤0.01% 1012
2021
Q1 		$1.97M Buy
4,700
+1,700
+57% +$714K 0.01% 940
2020
Q4 		$1.34M Buy
3,000
+2,300
+329% +$902K ﹤0.01% 993
2020
Q3 		$250K Buy
+700
New +$254K ﹤0.01% 1262

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.