Creative Planning’s STAAR Surgical STAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $952K | Buy |
33,179
+9,614
| +41% | +$267K | ﹤0.01% | 2678 |
|
|
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
YC
Creative Planning's STAA Position: Q2 2026 in Review
Creative Planning increased its STAAR Surgical (STAA) stake by 41% in Q2 2026, buying an estimated $267K and bringing the position to 33,179 shares worth $952K. The position accounts for ﹤0.01% of the portfolio, ranked #2678.
Creative Planning first reported a position in STAA in Q1 2014 and has held it in 28 quarters since. 201 funds tracked by Wall St. Rank hold STAA as of Q2 2026.
- Creative Planning held 33,179 shares of STAAR Surgical worth $952K as of Q2 2026.
- Creative Planning bought 9,614 STAAR Surgical shares in Q2 2026, an estimated $267K.
- STAAR Surgical made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2678 holding.
- Creative Planning first reported a position in STAAR Surgical in Q1 2014 and has held it in 28 quarters since.
- 201 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.