AssetMark Inc’s STAAR Surgical STAA Stock Holding History

AssetMark Inc’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	$158	Buy	+7	New	+$168	﹤0.01%	3646
2023 Q3	–	Sell	-273	Closed	-$14.4K	–	1803
2023 Q2	$14.4K	Sell	273 -486	-64%	-$29.6K	﹤0.01%	1249
2023 Q1	$48.5K	Buy	759 +114	+18%	+$7.44K	﹤0.01%	1039
2022 Q4	$31.3K	Buy	645 +191	+42%	+$12K	﹤0.01%	1133
2022 Q3	$32K	Buy	454 +204	+82%	+$17.5K	﹤0.01%	1045
2022 Q2	$18K	Buy	250 +197	+372%	+$12.7K	﹤0.01%	1142
2022 Q1	$4K	Buy	+53	New	+$3.95K	﹤0.01%	1323

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

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

Citigroup New York $308B AUM 40.94% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc's STAA Position: Q3 2026 in Review

AssetMark Inc opened a new position in STAAR Surgical (STAA) in Q3 2026: 7 shares worth $158. The stake represents ﹤0.01% of the portfolio and ranks #3646 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in STAA as recently as Q2 2023.

AssetMark Inc first reported a position in STAA in Q1 2022 and has held it in 7 quarters since. The position peaked at $48.5K in Q1 2023. 54 funds tracked by Wall St. Rank hold STAA as of Q3 2026.

AssetMark Inc held 7 shares of STAAR Surgical worth $158 as of Q3 2026.
STAAR Surgical was a new AssetMark Inc position in Q3 2026.
STAAR Surgical made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3646 holding.
AssetMark Inc first reported a position in STAAR Surgical in Q1 2022 and has held it in 7 quarters since.
AssetMark Inc's STAAR Surgical position peaked at $48.5K in Q1 2023.
54 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.