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
-800
Closed -$480K – 1708
2024
Q4 		$480K Sell
800
-1,000
-56% -$600K ﹤0.01% 1331
2024
Q3 		$1.05M Buy
1,800
+1,000
+125% +$542K ﹤0.01% 944
2024
Q2 		$385K Hold
800
– – ﹤0.01% 1445
2024
Q1 		$448K Sell
800
-600
-43% -$337K ﹤0.01% 1623
2023
Q4 		$792K Buy
1,400
+1,300
+1,300% +$671K ﹤0.01% 1141
2023
Q3 		$51.3K Sell
100
-300
-75% -$158K ﹤0.01% 2017
2023
Q2 		$188K Hold
400
– – ﹤0.01% 1578
2023
Q1 		$224K Buy
+400
New +$212K ﹤0.01% 1245
2022
Q4 		– Sell
-4,300
Closed -$1.81M – 1609
2022
Q3 		$1.81M Buy
4,300
+1,100
+34% +$504K 0.01% 797
2022
Q2 		$1.32M Sell
3,200
-6,400
-67% -$2.79M 0.01% 916
2022
Q1 		$4.83M Buy
9,600
+2,100
+28% +$1.09M 0.01% 721
2021
Q4 		$4.59M Sell
7,500
-33,300
-82% -$20.9M 0.01% 847
2021
Q3 		$24.8M Buy
40,800
+2,200
+6% +$1.34M 0.05% 361
2021
Q2 		$20.6M Buy
38,600
+2,500
+7% +$1.19M 0.05% 342
2021
Q1 		$15.1M Buy
36,100
+23,900
+196% +$10M 0.04% 360
2020
Q4 		$5.45M Buy
12,200
+9,500
+352% +$3.73M 0.02% 562
2020
Q3 		$963K Buy
+2,700
New +$980K ﹤0.01% 1028

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.