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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 		$316 Sell
11
-11,583
-100% -$322K ﹤0.01% 5707
2026
Q1 		$217K Buy
+11,594
New +$221K ﹤0.01% 2065

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

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

Integrated Wealth Concepts reduced its STAAR Surgical (STAA) stake by 100% in Q2 2026, selling an estimated $322K and leaving 11 shares worth $316. The position accounts for ﹤0.01% of the portfolio, ranked #5707.

Integrated Wealth Concepts first reported a position in STAA in Q1 2026 and has held it in 2 quarters since. The position peaked at $217K in Q1 2026. 200 funds tracked by Wall St. Rank hold STAA as of Q2 2026.

  • Integrated Wealth Concepts held 11 shares of STAAR Surgical worth $316 as of Q2 2026.
  • Integrated Wealth Concepts sold 11,583 STAAR Surgical shares in Q2 2026, an estimated $322K.
  • STAAR Surgical made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5707 holding.
  • Integrated Wealth Concepts first reported a position in STAAR Surgical in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's STAAR Surgical position peaked at $217K in Q1 2026.
  • 200 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.