Jupiter Asset Management’s STAAR Surgical STAA Stock Holding History

Jupiter Asset Management’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
2025 Q3	–	Sell	-539,070	Closed	-$9.05M	–	541
2025 Q2	$9.05M	Sell	539,070 -27,009	-5%	-$476K	0.08%	230
2025 Q1	$9.98M	Buy	566,079 +188,830	+50%	+$3.79M	0.1%	219
2024 Q4	$9.16M	Buy	377,249 +101,373	+37%	+$2.89M	0.09%	233
2024 Q3	$10.2M	Buy	275,876 +234,222	+562%	+$8.74M	0.09%	222
2024 Q2	$1.98M	Buy	+41,654	New	+$1.83M	0.02%	315
2023 Q3	–	Sell	-24,149	Closed	-$1.27M	–	581
2023 Q2	$1.27M	Hold	24,149	–	–	0.01%	415
2023 Q1	$1.54M	Buy	+24,149	New	+$1.58M	0.02%	314
2022 Q1	–	Sell	-29,842	Closed	-$2.79M	–	610
2021 Q4	$2.79M	Hold	29,842	–	–	0.03%	313
2021 Q3	$3.83M	Buy	+29,842	New	+$4.18M	0.04%	288

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Jupiter Asset Management's STAA Position: Q3 2025 in Review

Jupiter Asset Management sold out of STAAR Surgical (STAA) in Q3 2025, closing a stake of 539,070 shares — an estimated $9.05M sold.

Jupiter Asset Management first reported a position in STAA in Q3 2021 and held it in 9 quarters. The position peaked at $10.2M in Q3 2024. 196 funds tracked by Wall St. Rank hold STAA as of Q3 2025.

Jupiter Asset Management reported no remaining STAAR Surgical position as of Q3 2025 after selling out during the quarter.
Jupiter Asset Management sold 539,070 STAAR Surgical shares in Q3 2025, an estimated $9.05M.
Jupiter Asset Management first reported a position in STAAR Surgical in Q3 2021 and held it in 9 quarters.
Jupiter Asset Management's STAAR Surgical position peaked at $10.2M in Q3 2024.
196 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2025.

Based on Jupiter Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.