Rothwell Investment Advisors, LLC’s STAAR Surgical STAA Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio STAA Stock Details STAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.7K	Buy	+75	New	+$1.8K	﹤0.01%	1051

Other funds holding STAA

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's STAA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in STAAR Surgical (STAA) in Q3 2026: 75 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #1051 among its holdings.

73 funds tracked by Wall St. Rank hold STAA as of Q3 2026.

Rothwell Investment Advisors, LLC held 75 shares of STAAR Surgical worth $1.7K as of Q3 2026.
STAAR Surgical was a new Rothwell Investment Advisors, LLC position in Q3 2026.
STAAR Surgical made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1051 holding.
73 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.