Capstone Investment Advisors
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Capstone Investment Advisors’s Polaris PII Stock Holding History

Capstone Investment Advisors’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$445K Buy
+8,170
New +$512K ﹤0.01% 1195
2025
Q4 		– Sell
-24,204
Closed -$1.41M – 2002
2025
Q3 		$1.41M Buy
+24,204
New +$1.31M 0.01% 894
2024
Q3 		– Sell
-4,948
Closed -$387K – 2139
2024
Q2 		$387K Buy
+4,948
New +$419K 0.01% 1444
2024
Q1 		– Sell
-2,353
Closed -$223K – 2522
2023
Q4 		$223K Buy
+2,353
New +$216K ﹤0.01% 1733
2017
Q2 		– Sell
-6,000
Closed -$502K – 878
2017
Q1 		$502K Buy
+6,000
New +$516K 0.03% 597
2016
Q4 		– Sell
-10,100
Closed -$782K – 1094
2016
Q3 		$782K Buy
10,100
+4,090
+68% +$355K 0.04% 435
2016
Q2 		$491K Buy
+6,010
New +$533K 0.03% 478

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VPM
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VCM
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AQR Capital Management
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American Century Companies
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return