LA
STAA icon

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
Q2 		– Sell
-27,675
Closed -$488K – 352
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 $1.42B AUM 34.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Advisors's STAA Position: Q2 2025 in Review

Legacy Advisors sold out of STAAR Surgical (STAA) in Q2 2025, closing a stake of 27,675 shares — an estimated $488K sold.

Legacy Advisors first reported a position in STAA in Q3 2022 and held it in 11 quarters. The position peaked at $799K in Q2 2024. 170 funds tracked by Wall St. Rank hold STAA as of Q2 2025.

  • Legacy Advisors reported no remaining STAAR Surgical position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 27,675 STAAR Surgical shares in Q2 2025, an estimated $488K.
  • Legacy Advisors first reported a position in STAAR Surgical in Q3 2022 and held it in 11 quarters.
  • Legacy Advisors's STAAR Surgical position peaked at $799K in Q2 2024.
  • 170 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.