Bell Investment Advisors’s STAAR Surgical STAA Stock Holding History

Bell Investment Advisors’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
2025 Q4	–	Sell	-8	Closed	-$215	–	1941
2025 Q3	$215	Hold	8	–	–	﹤0.01%	1845
2025 Q2	$135	Sell	8 -96	-92%	-$1.69K	﹤0.01%	1859
2025 Q1	$1.83K	Hold	104	–	–	﹤0.01%	1337
2024 Q4	$2.53K	Sell	104 -9	-8%	-$257	﹤0.01%	1239
2024 Q3	$4.2K	Hold	113	–	–	﹤0.01%	1034
2024 Q2	$5.38K	Buy	113 +66	+140%	+$2.89K	﹤0.01%	884
2024 Q1	$1.8K	Hold	47	–	–	﹤0.01%	1401
2023 Q4	$1.47K	Sell	47 -22	-32%	-$790	﹤0.01%	1458
2023 Q3	$2.77K	Buy	69 +52	+306%	+$2.44K	﹤0.01%	1128
2023 Q2	$894	Sell	17 -26	-60%	-$1.58K	﹤0.01%	1623
2023 Q1	$2.75K	Buy	43 +17	+65%	+$1.11K	﹤0.01%	1091
2022 Q4	$1.26K	Sell	26 -40	-61%	-$2.51K	﹤0.01%	1485
2022 Q3	$5K	Buy	66 +7	+12%	+$599	﹤0.01%	713
2022 Q2	$4K	Buy	+59	New	+$3.8K	﹤0.01%	848
2021 Q4	$1K	Buy	11 +6	+120%	+$644	﹤0.01%	1608
2021 Q3	$1K	Buy	+5	New	+$700	﹤0.01%	1567

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return