Colonial Trust Advisors’s STAAR Surgical STAA Stock Holding History

Colonial Trust 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
2026 Q2	$8.61K	Hold	300	–	–	﹤0.01%	600
2026 Q1	$5.61K	Hold	300	–	–	﹤0.01%	596
2025 Q4	$6.93K	Hold	300	–	–	﹤0.01%	552
2025 Q3	$8.06K	Hold	300	–	–	﹤0.01%	522
2025 Q2	$5.03K	Hold	300	–	–	﹤0.01%	588
2025 Q1	$5.29K	Hold	300	–	–	﹤0.01%	566
2024 Q4	$7.29K	Sell	300 -100	-25%	-$2.86K	﹤0.01%	524
2024 Q3	$14.9K	Hold	400	–	–	﹤0.01%	480
2024 Q2	$19K	Hold	400	–	–	﹤0.01%	433
2024 Q1	$15.3K	Hold	400	–	–	﹤0.01%	522
2023 Q4	$12.5K	Hold	400	–	–	﹤0.01%	475
2023 Q3	$16.1K	Hold	400	–	–	﹤0.01%	455
2023 Q2	$21K	Hold	400	–	–	﹤0.01%	424
2023 Q1	$25.6K	Hold	400	–	–	﹤0.01%	404
2022 Q4	$19.4K	Buy	+400	New	+$25.1K	﹤0.01%	425

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

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AIM

Anatole Investment Management Central, Hong Kong $590M AUM 751.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Colonial Trust Advisors's STAA Position: Q2 2026 in Review

Colonial Trust Advisors held its STAAR Surgical (STAA) position steady in Q2 2026 at 300 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Colonial Trust Advisors first reported a position in STAA in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.6K in Q1 2023. 200 funds tracked by Wall St. Rank hold STAA as of Q2 2026.

Colonial Trust Advisors held 300 shares of STAAR Surgical worth $8.61K as of Q2 2026.
Colonial Trust Advisors left its STAAR Surgical share count unchanged in Q2 2026.
STAAR Surgical made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #600 holding.
Colonial Trust Advisors first reported a position in STAAR Surgical in Q4 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's STAAR Surgical position peaked at $25.6K in Q1 2023.
200 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.