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
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 $440M AUM 109.12% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAPTRUST Financial Advisors's STXS Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Stereotaxis (STXS) in Q1 2026: 221,020 shares worth $407K. The stake represents ﹤0.01% of the portfolio and ranks #2168 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in STXS as recently as Q4 2021.

CAPTRUST Financial Advisors first reported a position in STXS in Q1 2021 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold STXS as of Q1 2026.

  • CAPTRUST Financial Advisors held 221,020 shares of Stereotaxis worth $407K as of Q1 2026.
  • Stereotaxis was a new CAPTRUST Financial Advisors position in Q1 2026.
  • Stereotaxis made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2168 holding.
  • CAPTRUST Financial Advisors first reported a position in Stereotaxis in Q1 2021 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held Stereotaxis as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.