Capstone Investment Advisors
PLUS icon

Capstone Investment Advisors’s ePlus PLUS Stock Holding History

Capstone Investment Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,618
Closed -$423K – 1859
2026
Q1 		$423K Buy
+5,618
New +$461K ﹤0.01% 1222
2025
Q4 		– Sell
-4,752
Closed -$337K – 1952
2025
Q3 		$337K Buy
+4,752
New +$335K ﹤0.01% 1598
2024
Q3 		– Sell
-6,034
Closed -$445K – 2138
2024
Q2 		$445K Sell
6,034
-18,197
-75% -$1.39M ﹤0.01% 1371
2024
Q1 		$1.9M Buy
+24,231
New +$1.89M 0.01% 805

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capstone Investment Advisors's PLUS Position: Q2 2026 in Review

Capstone Investment Advisors sold out of ePlus (PLUS) in Q2 2026, closing a stake of 5,618 shares — an estimated $423K sold.

Capstone Investment Advisors first reported a position in PLUS in Q1 2024 and held it in 4 quarters. The position peaked at $1.9M in Q1 2024. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Capstone Investment Advisors reported no remaining ePlus position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,618 ePlus shares in Q2 2026, an estimated $423K.
  • Capstone Investment Advisors first reported a position in ePlus in Q1 2024 and held it in 4 quarters.
  • Capstone Investment Advisors's ePlus position peaked at $1.9M in Q1 2024.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.