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Kovack Advisors’s Stereotaxis STXS Stock Holding History

Kovack 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
Q2 		$179K Sell
101,113
-7,791
-7% -$14.6K 0.01% 1007
2026
Q1 		$201K Sell
108,904
-30,814
-22% -$67.5K 0.01% 934
2025
Q4 		$321K Buy
139,718
+1,863
+1% +$4.96K 0.01% 735
2025
Q3 		$429K Buy
137,855
+3,895
+3% +$10.1K 0.04% 372
2025
Q2 		$284K Buy
133,960
+178
+0.1% +$362 0.03% 478
2025
Q1 		$235K Sell
133,782
-10
-0% -$21 0.02% 488
2024
Q4 		$305K Buy
133,792
+9,917
+8% +$20.7K 0.03% 442
2024
Q3 		$253K Sell
123,875
-99,901
-45% -$201K 0.03% 486
2024
Q2 		$407K Buy
223,776
+593
+0.3% +$1.33K 0.04% 349
2024
Q1 		$583K Sell
223,183
-1,217
-0.5% -$2.89K 0.07% 234
2023
Q4 		$393K Buy
224,400
+32,493
+17% +$52.5K 0.05% 363
2023
Q3 		$303K Buy
191,907
+11,488
+6% +$18.4K 0.04% 388
2023
Q2 		$276K Buy
180,419
+2,955
+2% +$5.48K 0.04% 433
2023
Q1 		$362K Buy
177,464
+12,035
+7% +$27.1K 0.05% 368
2022
Q4 		$342K Buy
165,429
+97,496
+144% +$191K 0.05% 377
2022
Q3 		$122K Buy
67,933
+14,573
+27% +$31.2K 0.02% 535
2022
Q2 		$98K Buy
53,360
+625
+1% +$1.49K 0.01% 584
2022
Q1 		$196K Buy
52,735
+1,420
+3% +$6.7K 0.02% 652
2021
Q4 		$318K Buy
+51,315
New +$307K 0.03% 505

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 $190M AUM 50.42% 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 $3.37T AUM 44.26% 1-Year Est. Return

Kovack Advisors's STXS Position: Q2 2026 in Review

Kovack Advisors reduced its Stereotaxis (STXS) stake by 7.2% in Q2 2026, selling an estimated $14.6K and leaving 101,113 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #1007.

Kovack Advisors first reported a position in STXS in Q4 2021 and has held it in 19 quarters since. The position peaked at $583K in Q1 2024. 109 funds tracked by Wall St. Rank hold STXS as of Q2 2026.

  • Kovack Advisors held 101,113 shares of Stereotaxis worth $179K as of Q2 2026.
  • Kovack Advisors sold 7,791 Stereotaxis shares in Q2 2026, an estimated $14.6K.
  • Stereotaxis made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #1007 holding.
  • Kovack Advisors first reported a position in Stereotaxis in Q4 2021 and has held it in 19 quarters since.
  • Kovack Advisors's Stereotaxis position peaked at $583K in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.