Essential Partners’s STAAR Surgical STAA Stock Holding History

Essential Partners’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	–	Sell	-92	Closed	-$2.12K	–	2982
2025 Q4	$2.12K	Hold	92	–	–	﹤0.01%	1777
2025 Q3	$2.47K	Buy	+92	New	+$2.19K	﹤0.01%	1720

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

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

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Essential Partners's STAA Position: Q1 2026 in Review

Essential Partners sold out of STAAR Surgical (STAA) in Q1 2026, closing a stake of 92 shares — an estimated $2.12K sold.

Essential Partners first reported a position in STAA in Q3 2025 and held it in 2 quarters. The position peaked at $2.47K in Q3 2025. 187 funds tracked by Wall St. Rank hold STAA as of Q1 2026.

Essential Partners reported no remaining STAAR Surgical position as of Q1 2026 after selling out during the quarter.
Essential Partners sold 92 STAAR Surgical shares in Q1 2026, an estimated $2.12K.
Essential Partners first reported a position in STAAR Surgical in Q3 2025 and held it in 2 quarters.
Essential Partners's STAAR Surgical position peaked at $2.47K in Q3 2025.
187 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.