CAPTRUST Financial Advisors
STXS icon

CAPTRUST Financial Advisors’s Stereotaxis STXS Stock Holding History

CAPTRUST Financial Advisors’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-221,020
Closed -$407K – 3390
2026
Q1 		$407K Buy
+221,020
New +$484K ﹤0.01% 2168
2022
Q1 		– Sell
-252
Closed -$2K – 5119
2021
Q4 		$2K Buy
+252
New +$1.51K ﹤0.01% 4449
2021
Q3 		– Sell
-8,528
Closed -$82K – 4753
2021
Q2 		$82K Hold
8,528
– – ﹤0.01% 2179
2021
Q1 		$57K Buy
+8,528
New +$50.6K ﹤0.01% 2350

Other funds holding STXS

DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LIM
Lagoda Investment Management New York $182M AUM 58.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
APCM
Arbiter Partners Capital Management New York $190M AUM 50.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAPTRUST Financial Advisors's STXS Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of Stereotaxis (STXS) in Q2 2026, closing a stake of 221,020 shares — an estimated $407K sold.

CAPTRUST Financial Advisors first reported a position in STXS in Q1 2021 and held it in 4 quarters. The position peaked at $407K in Q1 2026. 109 funds tracked by Wall St. Rank hold STXS as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining Stereotaxis position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 221,020 Stereotaxis shares in Q2 2026, an estimated $407K.
  • CAPTRUST Financial Advisors first reported a position in Stereotaxis in Q1 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Stereotaxis position peaked at $407K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.