Envestnet Asset Management
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Envestnet Asset Management’s STAAR Surgical STAA Stock Holding History

Envestnet Asset Management’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
Q1 		– Sell
-14,090
Closed -$342K – 4464
2024
Q4 		$342K Sell
14,090
-7,436
-35% -$212K ﹤0.01% 3826
2024
Q3 		$800K Sell
21,526
-919
-4% -$34.3K ﹤0.01% 3263
2024
Q2 		$1.07M Buy
22,445
+5,125
+30% +$225K ﹤0.01% 2998
2024
Q1 		$663K Buy
17,320
+359
+2% +$11.7K ﹤0.01% 3274
2023
Q4 		$529K Sell
16,961
-12,830
-43% -$461K ﹤0.01% 3297
2023
Q3 		$1.2M Sell
29,791
-11,077
-27% -$519K ﹤0.01% 2680
2023
Q2 		$2.15M Sell
40,868
-198,580
-83% -$12.1M ﹤0.01% 2238
2023
Q1 		$2.64M Buy
239,448
+208,498
+674% +$13.6M ﹤0.01% 2035
2022
Q4 		$1.5M Sell
30,950
-3,787
-11% -$238K ﹤0.01% 2355
2022
Q3 		$2.45M Buy
34,737
+3,383
+11% +$290K ﹤0.01% 1961
2022
Q2 		$2.22M Buy
31,354
+1,726
+6% +$111K ﹤0.01% 2035
2022
Q1 		$2.37M Buy
29,628
+9,344
+46% +$696K ﹤0.01% 2093
2021
Q4 		$1.85M Sell
20,284
-5,895
-23% -$632K ﹤0.01% 2236
2021
Q3 		$3.37M Buy
26,179
+2,116
+9% +$296K ﹤0.01% 1768
2021
Q2 		$3.67M Buy
24,063
+10,387
+76% +$1.37M ﹤0.01% 1705
2021
Q1 		$1.44M Sell
13,676
-1,878
-12% -$188K ﹤0.01% 2152
2020
Q4 		$1.23M Sell
15,554
-2,027
-12% -$148K ﹤0.01% 2074
2020
Q3 		$994K Sell
17,581
-11,812
-40% -$636K ﹤0.01% 2017
2020
Q2 		$1.81M Buy
29,393
+419
+1% +$17.1K ﹤0.01% 1626
2020
Q1 		$935K Sell
28,974
-7,898
-21% -$266K ﹤0.01% 1858
2019
Q4 		$1.3M Buy
36,872
+8,026
+28% +$265K ﹤0.01% 1862
2019
Q3 		$744K Buy
28,846
+13,629
+90% +$414K ﹤0.01% 2138
2019
Q2 		$447K Buy
15,217
+1,875
+14% +$54.1K ﹤0.01% 2457
2019
Q1 		$456K Buy
13,342
+3,348
+34% +$118K ﹤0.01% 2398
2018
Q4 		$319K Buy
+9,994
New +$389K ﹤0.01% 2396
2018
Q1 		– Sell
-15
Closed – – 2949
2017
Q4 		$0 Hold
15
– – ﹤0.01% 2999
2017
Q3 		$0 Hold
15
– – ﹤0.01% 3027
2017
Q2 		$0 Hold
15
– – ﹤0.01% 3124
2017
Q1 		$0 Hold
15
– – ﹤0.01% 3167
2016
Q4 		$0 Buy
+15
New +$153 ﹤0.01% 3316
2013
Q4 		– Sell
-229
Closed -$3K – 2540
2013
Q3 		$3K Hold
229
– – ﹤0.01% 2075
2013
Q2 		$2K Buy
+229
New +$1.85K ﹤0.01% 2107

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Envestnet Asset Management's STAA Position: Q1 2025 in Review

Envestnet Asset Management sold out of STAAR Surgical (STAA) in Q1 2025, closing a stake of 14,090 shares — an estimated $342K sold.

Envestnet Asset Management first reported a position in STAA in Q2 2013 and held it in 32 quarters. The position peaked at $3.67M in Q2 2021. 185 funds tracked by Wall St. Rank hold STAA as of Q1 2025.

  • Envestnet Asset Management reported no remaining STAAR Surgical position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 14,090 STAAR Surgical shares in Q1 2025, an estimated $342K.
  • Envestnet Asset Management first reported a position in STAAR Surgical in Q2 2013 and held it in 32 quarters.
  • Envestnet Asset Management's STAAR Surgical position peaked at $3.67M in Q2 2021.
  • 185 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.