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Allworth Financial’s STAAR Surgical STAA Stock Holding History

Allworth Financial’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
Q2 		$4.82K Sell
168
-75
-31% -$2.08K ﹤0.01% 4136
2026
Q1 		$4.54K Buy
243
+192
+376% +$3.67K ﹤0.01% 4019
2025
Q4 		$1.18K Buy
51
+10
+24% +$258 ﹤0.01% 4313
2025
Q3 		$1.1K Sell
41
-12
-23% -$286 ﹤0.01% 4225
2025
Q2 		$890 Sell
53
-7
-12% -$123 ﹤0.01% 3991
2025
Q1 		$1.07K Buy
60
+23
+62% +$461 ﹤0.01% 3442
2024
Q4 		$854 Sell
37
-29
-44% -$828 ﹤0.01% 3450
2024
Q3 		$2.45K Sell
66
-10
-13% -$373 ﹤0.01% 2876
2024
Q2 		$3.23K Hold
76
– – ﹤0.01% 2710
2024
Q1 		$2.91K Sell
76
-290
-79% -$9.43K ﹤0.01% 2653
2023
Q4 		$11.4K Sell
366
-36
-9% -$1.29K ﹤0.01% 1931
2023
Q3 		$16.2K Buy
402
+373
+1,286% +$17.5K ﹤0.01% 1656
2023
Q2 		$1.52K Buy
+29
New +$1.77K ﹤0.01% 2590
2022
Q4 		– Sell
-32
Closed -$2K – 3186
2022
Q3 		$2K Buy
32
+18
+129% +$1.54K ﹤0.01% 2229
2022
Q2 		$1K Buy
+14
New +$902 ﹤0.01% 2261

Other funds holding STAA

BC
Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $590M AUM 751.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allworth Financial's STAA Position: Q2 2026 in Review

Allworth Financial reduced its STAAR Surgical (STAA) stake by 31% in Q2 2026, selling an estimated $2.08K and leaving 168 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #4136.

Allworth Financial first reported a position in STAA in Q2 2022 and has held it in 15 quarters since. The position peaked at $16.2K in Q3 2023. 200 funds tracked by Wall St. Rank hold STAA as of Q2 2026.

  • Allworth Financial held 168 shares of STAAR Surgical worth $4.82K as of Q2 2026.
  • Allworth Financial sold 75 STAAR Surgical shares in Q2 2026, an estimated $2.08K.
  • STAAR Surgical made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4136 holding.
  • Allworth Financial first reported a position in STAAR Surgical in Q2 2022 and has held it in 15 quarters since.
  • Allworth Financial's STAAR Surgical position peaked at $16.2K in Q3 2023.
  • 200 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.