WIA
CAPS

World Investment Advisors’s Capstone Holding Corp CAPS Stock Holding History

World Investment Advisors’s Portfolio CAPS Stock Details CAPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-29,000
Closed -$38K – 1566
2025
Q3 		$38K Buy
+29,000
New +$39.7K ﹤0.01% 1222

Other funds holding CAPS

DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

World Investment Advisors's CAPS Position: Q4 2025 in Review

World Investment Advisors sold out of Capstone Holding Corp (CAPS) in Q4 2025, closing a stake of 29,000 shares — an estimated $38K sold.

World Investment Advisors first reported a position in CAPS in Q3 2025 and held it in 1 quarter. The position peaked at $38K in Q3 2025. 6 funds tracked by Wall St. Rank hold CAPS as of Q4 2025.

  • World Investment Advisors reported no remaining Capstone Holding Corp position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 29,000 Capstone Holding Corp shares in Q4 2025, an estimated $38K.
  • World Investment Advisors first reported a position in Capstone Holding Corp in Q3 2025 and held it in 1 quarter.
  • World Investment Advisors's Capstone Holding Corp position peaked at $38K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Capstone Holding Corp as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.