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Lagoda Investment Management’s Stereotaxis STXS Stock Holding History

Lagoda Investment Management’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 		$7.09M Sell
4,122,600
-227,800
-5% -$428K 3.9% 9
2026
Q1 		$8M Sell
4,350,400
-510,800
-11% -$1.12M 4.94% 7
2025
Q4 		$11.2M Buy
4,861,200
+153,800
+3% +$410K 6.47% 5
2025
Q3 		$14.6M Buy
4,707,400
+19,500
+0.4% +$50.5K 8.28% 2
2025
Q2 		$9.94M Buy
4,687,900
+307,450
+7% +$625K 5.63% 5
2025
Q1 		$7.71M Buy
4,380,450
+254,315
+6% +$542K 4.91% 8
2024
Q4 		$9.41M Buy
4,126,135
+295,700
+8% +$618K 5.09% 8
2024
Q3 		$7.81M Sell
3,830,435
-118,470
-3% -$238K 4.49% 9
2024
Q2 		$7.19M Buy
3,948,905
+121,575
+3% +$273K 4.14% 9
2024
Q1 		$9.99M Buy
3,827,330
+593,395
+18% +$1.41M 6.13% 6
2023
Q4 		$5.66M Sell
3,233,935
-15,850
-0.5% -$25.6K 3.85% 10
2023
Q3 		$5.13M Buy
3,249,785
+176,150
+6% +$282K 3.37% 12
2023
Q2 		$4.7M Buy
3,073,635
+442,160
+17% +$820K 3.32% 13
2023
Q1 		$5.37M Buy
2,631,475
+138,810
+6% +$312K 3.82% 12
2022
Q4 		$5.16M Buy
2,492,665
+297,725
+14% +$582K 3.48% 11
2022
Q3 		$3.95M Buy
2,194,940
+564,900
+35% +$1.21M 2.81% 16
2022
Q2 		$3M Buy
1,630,040
+400,115
+33% +$956K 1.99% 17
2022
Q1 		$4.59M Buy
1,229,925
+188,890
+18% +$892K 2.47% 16
2021
Q4 		$6.45M Buy
1,041,035
+268,620
+35% +$1.61M 3.06% 15
2021
Q3 		$4.16M Buy
772,415
+221,770
+40% +$1.67M 2.07% 18
2021
Q2 		$5.31M Buy
550,645
+215,105
+64% +$1.7M 2.47% 16
2021
Q1 		$2.25M Buy
335,540
+257,540
+330% +$1.53M 1.13% 17
2020
Q4 		$397K Buy
78,000
+1,000
+1% +$4.09K 0.21% 22
2020
Q3 		$276K Buy
77,000
+2,000
+3% +$7.71K 0.2% 22
2020
Q2 		$335K Buy
75,000
+1,000
+1% +$4.05K 0.28% 19
2020
Q1 		$223K Buy
74,000
+11,000
+17% +$45.5K 0.26% 20
2019
Q4 		$333K Buy
63,000
+8,000
+15% +$31.8K 0.32% 18
2019
Q3 		$193K Buy
+55,000
New +$211K 0.23% 21

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
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 $3.37T AUM 44.26% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

Lagoda Investment Management's STXS Position: Q2 2026 in Review

Lagoda Investment Management reduced its Stereotaxis (STXS) stake by 5.2% in Q2 2026, selling an estimated $428K and leaving 4,122,600 shares worth $7.09M. The position accounts for 3.9% of the portfolio, ranked #9.

Lagoda Investment Management first reported a position in STXS in Q3 2019 and has held it in 28 quarters since. The position peaked at $14.6M in Q3 2025. 108 funds tracked by Wall St. Rank hold STXS as of Q2 2026.

  • Lagoda Investment Management held 4,122,600 shares of Stereotaxis worth $7.09M as of Q2 2026.
  • Lagoda Investment Management sold 227,800 Stereotaxis shares in Q2 2026, an estimated $428K.
  • Stereotaxis made up 3.9% of Lagoda Investment Management's portfolio in Q2 2026, its #9 holding.
  • Lagoda Investment Management first reported a position in Stereotaxis in Q3 2019 and has held it in 28 quarters since.
  • Lagoda Investment Management's Stereotaxis position peaked at $14.6M in Q3 2025.
  • 108 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2026.

Based on Lagoda Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.