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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

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bell Investment Advisors's STAA Position: Q4 2025 in Review

Bell Investment Advisors sold out of STAAR Surgical (STAA) in Q4 2025, closing a stake of 8 shares — an estimated $215 sold.

Bell Investment Advisors first reported a position in STAA in Q3 2021 and held it in 16 quarters. The position peaked at $5.38K in Q2 2024. 201 funds tracked by Wall St. Rank hold STAA as of Q4 2025.

  • Bell Investment Advisors reported no remaining STAAR Surgical position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 8 STAAR Surgical shares in Q4 2025, an estimated $215.
  • Bell Investment Advisors first reported a position in STAAR Surgical in Q3 2021 and held it in 16 quarters.
  • Bell Investment Advisors's STAAR Surgical position peaked at $5.38K in Q2 2024.
  • 201 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.