Integrated Wealth Concepts’s STAAR Surgical STAA Stock Holding History

Integrated Wealth Concepts’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	–	Sell	-11,594	Closed	-$217K	–	2527
2026 Q1	$217K	Buy	+11,594	New	+$221K	﹤0.01%	2065

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

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Integrated Wealth Concepts's STAA Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of STAAR Surgical (STAA) in Q2 2026, closing a stake of 11,594 shares — an estimated $217K sold.

Integrated Wealth Concepts first reported a position in STAA in Q1 2026 and held it in 1 quarter. The position peaked at $217K in Q1 2026. 201 funds tracked by Wall St. Rank hold STAA as of Q2 2026.

Integrated Wealth Concepts reported no remaining STAAR Surgical position as of Q2 2026 after selling out during the quarter.
Integrated Wealth Concepts sold 11,594 STAAR Surgical shares in Q2 2026, an estimated $217K.
Integrated Wealth Concepts first reported a position in STAAR Surgical in Q1 2026 and held it in 1 quarter.
Integrated Wealth Concepts's STAAR Surgical position peaked at $217K in Q1 2026.
201 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.