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EverSource Wealth Advisors’s STAAR Surgical STAA Stock Holding History

EverSource Wealth Advisors’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
Q2 		$1.38K Sell
48
-97
-67% -$2.7K ﹤0.01% 3863
2026
Q1 		$2.71K Buy
145
+22
+18% +$420 ﹤0.01% 3528
2025
Q4 		$2.84K Buy
123
+44
+56% +$1.13K ﹤0.01% 3359
2025
Q3 		$2.12K Sell
79
-248
-76% -$5.91K ﹤0.01% 3495
2025
Q2 		$5.49K Buy
327
+144
+79% +$2.54K ﹤0.01% 3122
2025
Q1 		$3.23K Buy
183
+96
+110% +$1.93K ﹤0.01% 2702
2024
Q4 		$2.11K Buy
+87
New +$2.48K ﹤0.01% 2693
2024
Q3 		– Sell
-57
Closed -$2.35K – 3123
2024
Q2 		$2.35K Buy
57
+11
+24% +$482 ﹤0.01% 2493
2024
Q1 		$2.11K Sell
46
-14
-23% -$455 ﹤0.01% 2366
2023
Q4 		$1.87K Buy
60
+37
+161% +$1.33K ﹤0.01% 2188
2023
Q3 		$924 Sell
23
-76
-77% -$3.56K ﹤0.01% 2262
2023
Q2 		$5.2K Buy
99
+82
+482% +$4.99K ﹤0.01% 1721
2023
Q1 		$1.09K Buy
+17
New +$1.11K ﹤0.01% 2092
2022
Q4 		– Sell
-579
Closed -$41K – 2417
2022
Q3 		$41K Buy
+579
New +$49.6K 0.01% 686
2022
Q2 		– Sell
-36
Closed -$3K – 1882
2022
Q1 		$3K Hold
36
– – ﹤0.01% 1451
2021
Q4 		$3K Buy
+36
New +$3.86K ﹤0.01% 1461

Other funds holding STAA

BC
Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $590M AUM 751.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EverSource Wealth Advisors's STAA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its STAAR Surgical (STAA) stake by 67% in Q2 2026, selling an estimated $2.7K and leaving 48 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3863.

EverSource Wealth Advisors first reported a position in STAA in Q4 2021 and has held it in 16 quarters since. The position peaked at $41K in Q3 2022. 200 funds tracked by Wall St. Rank hold STAA as of Q2 2026.

  • EverSource Wealth Advisors held 48 shares of STAAR Surgical worth $1.38K as of Q2 2026.
  • EverSource Wealth Advisors sold 97 STAAR Surgical shares in Q2 2026, an estimated $2.7K.
  • STAAR Surgical made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3863 holding.
  • EverSource Wealth Advisors first reported a position in STAAR Surgical in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's STAAR Surgical position peaked at $41K in Q3 2022.
  • 200 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.