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IFP Advisors’s Stereotaxis STXS Stock Holding History

IFP Advisors’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 		$9 Sell
5
-2
-29% -$4 ﹤0.01% 4971
2025
Q4 		$16 Sell
7
-4
-36% -$11 ﹤0.01% 4817
2025
Q3 		$34 Buy
+11
New +$28 ﹤0.01% 4708

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

IFP Advisors's STXS Position: Q1 2026 in Review

IFP Advisors reduced its Stereotaxis (STXS) stake by 29% in Q1 2026, selling an estimated $4 and leaving 5 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #4971.

IFP Advisors first reported a position in STXS in Q3 2025 and has held it in 3 quarters since. The position peaked at $34 in Q3 2025. 115 funds tracked by Wall St. Rank hold STXS as of Q1 2026.

  • IFP Advisors held 5 shares of Stereotaxis worth $9 as of Q1 2026.
  • IFP Advisors sold 2 Stereotaxis shares in Q1 2026, an estimated $4.
  • Stereotaxis made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4971 holding.
  • IFP Advisors first reported a position in Stereotaxis in Q3 2025 and has held it in 3 quarters since.
  • IFP Advisors's Stereotaxis position peaked at $34 in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Stereotaxis as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.