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Forum Financial Management’s Stereotaxis STXS Stock Holding History

Forum Financial Management’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.8K Hold
26,518
– – ﹤0.01% 322
2025
Q4 		$61K Hold
26,518
– – ﹤0.01% 1002
2025
Q3 		$82.5K Hold
26,518
– – ﹤0.01% 996
2025
Q2 		$56.2K Hold
26,518
– – ﹤0.01% 947
2025
Q1 		$46.7K Hold
26,518
– – ﹤0.01% 860
2024
Q4 		$60.5K Hold
26,518
– – ﹤0.01% 884
2024
Q3 		$54.1K Hold
26,518
– – ﹤0.01% 761
2024
Q2 		$48.3K Buy
+26,518
New +$59.5K ﹤0.01% 711

Other funds holding STXS

DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Forum Financial Management's STXS Position: Q1 2026 in Review

Forum Financial Management held its Stereotaxis (STXS) position steady in Q1 2026 at 26,518 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Forum Financial Management first reported a position in STXS in Q2 2024 and has held it in 8 quarters since. The position peaked at $82.5K in Q3 2025. 115 funds tracked by Wall St. Rank hold STXS as of Q1 2026.

  • Forum Financial Management held 26,518 shares of Stereotaxis worth $48.8K as of Q1 2026.
  • Forum Financial Management left its Stereotaxis share count unchanged in Q1 2026.
  • Stereotaxis made up ﹤0.01% of Forum Financial Management's portfolio in Q1 2026, its #322 holding.
  • Forum Financial Management first reported a position in Stereotaxis in Q2 2024 and has held it in 8 quarters since.
  • Forum Financial Management's Stereotaxis position peaked at $82.5K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Stereotaxis as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.