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Legacy Advisors’s STAAR Surgical STAA Stock Holding History

Legacy Advisors’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
Q1 		$488K Buy
27,675
+98
+0.4% +$1.97K 0.05% 266
2024
Q4 		$670K Buy
27,577
+8,758
+47% +$250K 0.07% 218
2024
Q3 		$699K Buy
18,819
+2,045
+12% +$76.3K 0.08% 200
2024
Q2 		$799K Buy
16,774
+239
+1% +$10.5K 0.1% 152
2024
Q1 		$633K Buy
16,535
+8,431
+104% +$274K 0.08% 187
2023
Q4 		$253K Buy
8,104
+4
+0% +$144 0.03% 266
2023
Q3 		$325K Buy
8,100
+2,450
+43% +$115K 0.05% 229
2023
Q2 		$297K Buy
5,650
+268
+5% +$16.3K 0.04% 221
2023
Q1 		$344K Buy
5,382
+391
+8% +$25.5K 0.06% 188
2022
Q4 		$242K Buy
4,991
+1,951
+64% +$122K 0.04% 210
2022
Q3 		$214K Buy
+3,040
New +$260K 0.05% 209

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

Legacy Advisors's STAA Position: Q1 2025 in Review

Legacy Advisors increased its STAAR Surgical (STAA) stake by 0.36% in Q1 2025, buying an estimated $1.97K and bringing the position to 27,675 shares worth $488K. The position accounts for 0.05% of the portfolio, ranked #266.

Legacy Advisors first reported a position in STAA in Q3 2022 and has held it in 11 quarters since. The position peaked at $799K in Q2 2024. 185 funds tracked by Wall St. Rank hold STAA as of Q1 2025.

  • Legacy Advisors held 27,675 shares of STAAR Surgical worth $488K as of Q1 2025.
  • Legacy Advisors bought 98 STAAR Surgical shares in Q1 2025, an estimated $1.97K.
  • STAAR Surgical made up 0.05% of Legacy Advisors's portfolio in Q1 2025, its #266 holding.
  • Legacy Advisors first reported a position in STAAR Surgical in Q3 2022 and has held it in 11 quarters since.
  • Legacy Advisors's STAAR Surgical position peaked at $799K in Q2 2024.
  • 185 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.