Independent Advisor Alliance
STXS icon

Independent Advisor Alliance’s Stereotaxis STXS Stock Holding History

Independent Advisor Alliance’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
Q2 		$359K Buy
208,485
+7,500
+4% +$14.1K 0.01% 776
2026
Q1 		$370K Buy
200,985
+2,600
+1% +$5.7K ﹤0.01% 1238
2025
Q4 		$456K Buy
198,385
+7,645
+4% +$20.4K 0.01% 672
2025
Q3 		$593K Buy
190,740
+2,045
+1% +$5.3K 0.02% 576
2025
Q2 		$400K Sell
188,695
-3,000
-2% -$6.1K 0.01% 654
2025
Q1 		$337K Buy
191,695
+5,900
+3% +$12.6K 0.01% 628
2024
Q4 		$424K Buy
185,795
+3,225
+2% +$6.75K 0.01% 1008
2024
Q3 		$372K Buy
182,570
+2,550
+1% +$5.13K 0.01% 516
2024
Q2 		$328K Buy
180,020
+45,265
+34% +$102K 0.01% 550
2024
Q1 		$352K Sell
134,755
-35,050
-21% -$83.3K 0.01% 534
2023
Q4 		$297K Buy
169,805
+68,500
+68% +$111K 0.01% 550
2023
Q3 		$160K Buy
101,305
+10,000
+11% +$16K 0.01% 619
2023
Q2 		$140K Buy
91,305
+34,075
+60% +$63.2K 0.01% 635
2023
Q1 		$117K Sell
57,230
-52,375
-48% -$118K 0.01% 633
2022
Q4 		$227 Buy
109,605
+9,220
+9% +$18K ﹤0.01% 378
2022
Q3 		$181K Buy
100,385
+10,605
+12% +$22.7K 0.01% 581
2022
Q2 		$165K Buy
89,780
+30,472
+51% +$72.8K 0.01% 578
2022
Q1 		$221K Sell
59,308
-12,821
-18% -$60.5K 0.01% 587
2021
Q4 		$447K Buy
72,129
+8,319
+13% +$49.7K 0.02% 422
2021
Q3 		$343K Buy
63,810
+6,125
+11% +$46.2K 0.02% 459
2021
Q2 		$556K Buy
57,685
+1,150
+2% +$9.07K 0.03% 367
2021
Q1 		$380K Buy
56,535
+7,250
+15% +$43K 0.02% 431
2020
Q4 		$251K Sell
49,285
-1,715
-3% -$7.02K 0.02% 471
2020
Q3 		$183K Hold
51,000
– – 0.01% 458
2020
Q2 		$227K Buy
51,000
+1,150
+2% +$4.65K 0.02% 414
2020
Q1 		$151K Buy
49,850
+9,500
+24% +$39.3K 0.02% 379
2019
Q4 		$213K Buy
40,350
+5,000
+14% +$19.9K 0.01% 804
2019
Q3 		$124K Buy
+35,350
New +$136K 0.02% 435

Other funds holding STXS

DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LIM
Lagoda Investment Management New York $182M AUM 58.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
APCM
Arbiter Partners Capital Management New York $197M AUM 47.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Independent Advisor Alliance's STXS Position: Q2 2026 in Review

Independent Advisor Alliance increased its Stereotaxis (STXS) stake by 3.7% in Q2 2026, buying an estimated $14.1K and bringing the position to 208,485 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #776.

Independent Advisor Alliance first reported a position in STXS in Q3 2019 and has held it in 28 quarters since. The position peaked at $593K in Q3 2025. 108 funds tracked by Wall St. Rank hold STXS as of Q2 2026.

  • Independent Advisor Alliance held 208,485 shares of Stereotaxis worth $359K as of Q2 2026.
  • Independent Advisor Alliance bought 7,500 Stereotaxis shares in Q2 2026, an estimated $14.1K.
  • Stereotaxis made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #776 holding.
  • Independent Advisor Alliance first reported a position in Stereotaxis in Q3 2019 and has held it in 28 quarters since.
  • Independent Advisor Alliance's Stereotaxis position peaked at $593K in Q3 2025.
  • 108 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.