Covestor’s STAAR Surgical STAA Stock Holding History

Covestor’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 Q1	$0	Hold	5	–	–	﹤0.01%	2755
2025 Q4	$0	Sell	5 -8	-62%	-$206	﹤0.01%	2731
2025 Q3	$0	Sell	13 -5	-28%	-$119	﹤0.01%	2763
2025 Q2	$0	Sell	18 -24	-57%	-$423	﹤0.01%	2740
2025 Q1	$1K	Buy	42 +40	+2,000%	+$802	﹤0.01%	2101
2024 Q4	$0	Sell	2 -1,705	-100%	-$48.7K	﹤0.01%	2721
2024 Q3	$63K	Sell	1,707 -23	-1%	-$858	0.04%	782
2024 Q2	$82K	Sell	1,730 -960	-36%	-$42.1K	0.05%	610
2024 Q1	$103K	Buy	2,690 +754	+39%	+$24.5K	0.07%	525
2023 Q4	$60K	Sell	1,936 -541	-22%	-$19.4K	0.04%	770
2023 Q3	$100K	Buy	2,477 +2,474	+82,467%	+$116K	0.08%	419
2023 Q2	$0	Sell	3 -1	-25%	-$61	﹤0.01%	2642
2023 Q1	$0	Hold	4	–	–	﹤0.01%	2571
2022 Q4	$0	Hold	4	–	–	﹤0.01%	2596
2022 Q3	$0	Sell	4 -1,296	-100%	-$111K	﹤0.01%	2585
2022 Q2	$92K	Buy	1,300 +189	+17%	+$12.2K	0.08%	468
2022 Q1	$89K	Buy	1,111 +688	+163%	+$51.2K	0.06%	587
2021 Q4	$39K	Buy	+423	New	+$45.4K	0.05%	672

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return