Creative Planning
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Creative Planning’s STAAR Surgical STAA Stock Holding History

Creative Planning’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 		$441K Buy
23,565
+4,592
+24% +$87.7K ﹤0.01% 3122
2025
Q4 		$438K Sell
18,973
-2,861
-13% -$73.7K ﹤0.01% 2948
2025
Q3 		$587K Buy
21,834
+6,139
+39% +$146K ﹤0.01% 2569
2025
Q2 		$263K Buy
15,695
+2,606
+20% +$45.9K ﹤0.01% 3015
2025
Q1 		$231K Buy
13,089
+13,060
+45,034% +$262K ﹤0.01% 2955
2024
Q4 		$704 Sell
29
-5,495
-99% -$157K ﹤0.01% 3555
2024
Q3 		$205K Buy
5,524
+408
+8% +$15.2K ﹤0.01% 2816
2024
Q2 		$244K Buy
+5,116
New +$224K ﹤0.01% 2521
2018
Q4 		– Sell
-17,700
Closed -$850K – 2095
2018
Q3 		$850K Sell
17,700
-775
-4% -$31.7K ﹤0.01% 830
2018
Q2 		$573K Buy
18,475
+2,680
+17% +$62.7K ﹤0.01% 1002
2018
Q1 		$234K Sell
15,795
-12,205
-44% -$191K ﹤0.01% 1502
2017
Q4 		$434K Sell
28,000
-12,895
-32% -$192K ﹤0.01% 1156
2017
Q3 		$509K Buy
40,895
+8,750
+27% +$97.6K ﹤0.01% 1053
2017
Q2 		$347K Buy
32,145
+6,000
+23% +$58.7K ﹤0.01% 1204
2017
Q1 		$256K Sell
26,145
-7,740
-23% -$77.2K ﹤0.01% 1352
2016
Q4 		$368K Sell
33,885
-12,815
-27% -$130K ﹤0.01% 1084
2016
Q3 		$439K Buy
46,700
+10,810
+30% +$86.8K ﹤0.01% 959
2016
Q2 		$198K Sell
35,890
-14,700
-29% -$95K ﹤0.01% 1259
2016
Q1 		$374K Buy
50,590
+10,710
+27% +$72.5K ﹤0.01% 877
2015
Q4 		$285K Sell
39,880
-12,650
-24% -$103K ﹤0.01% 1018
2015
Q3 		$408K Buy
52,530
+2,030
+4% +$16.7K ﹤0.01% 827
2015
Q2 		$488K Buy
50,500
+32,500
+181% +$301K ﹤0.01% 667
2015
Q1 		$134K Sell
18,000
-3,300
-15% -$24.1K ﹤0.01% 1412
2014
Q4 		$194K Buy
21,300
+18,800
+752% +$182K ﹤0.01% 1161
2014
Q3 		$27K Sell
2,500
-6,000
-71% -$71.3K ﹤0.01% 2330
2014
Q2 		$143K Sell
8,500
-14,500
-63% -$239K ﹤0.01% 1217
2014
Q1 		$432K Buy
+23,000
New +$371K 0.01% 687

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's STAA Position: Q1 2026 in Review

Creative Planning increased its STAAR Surgical (STAA) stake by 24% in Q1 2026, buying an estimated $87.7K and bringing the position to 23,565 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #3122.

Creative Planning first reported a position in STAA in Q1 2014 and has held it in 27 quarters since. The position peaked at $850K in Q3 2018. 187 funds tracked by Wall St. Rank hold STAA as of Q1 2026.

  • Creative Planning held 23,565 shares of STAAR Surgical worth $441K as of Q1 2026.
  • Creative Planning bought 4,592 STAAR Surgical shares in Q1 2026, an estimated $87.7K.
  • STAAR Surgical made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3122 holding.
  • Creative Planning first reported a position in STAAR Surgical in Q1 2014 and has held it in 27 quarters since.
  • Creative Planning's STAAR Surgical position peaked at $850K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.