Clearstead Trust’s STAAR Surgical STAA Stock Holding History

Clearstead Trust’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	-16	Closed	-$430	–	1484
2025 Q3	$430	Hold	16	–	–	﹤0.01%	1398
2025 Q2	$269	Buy	+16	New	+$282	﹤0.01%	1440

Other funds holding STAA

Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Trust's STAA Position: Q4 2025 in Review

Clearstead Trust sold out of STAAR Surgical (STAA) in Q4 2025, closing a stake of 16 shares — an estimated $430 sold.

Clearstead Trust first reported a position in STAA in Q2 2025 and held it in 2 quarters. The position peaked at $430 in Q3 2025. 201 funds tracked by Wall St. Rank hold STAA as of Q4 2025.

Clearstead Trust reported no remaining STAAR Surgical position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 16 STAAR Surgical shares in Q4 2025, an estimated $430.
Clearstead Trust first reported a position in STAAR Surgical in Q2 2025 and held it in 2 quarters.
Clearstead Trust's STAAR Surgical position peaked at $430 in Q3 2025.
201 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.