LPL Financial
STAA icon

LPL Financial’s STAAR Surgical STAA Stock Holding History

LPL Financial’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 		– Sell
-15,994
Closed -$388K – 5506
2024
Q4 		$388K Buy
15,994
+4,989
+45% +$142K ﹤0.01% 4315
2024
Q3 		$409K Sell
11,005
-18,221
-62% -$680K ﹤0.01% 4178
2024
Q2 		$1.39M Buy
29,226
+2,711
+10% +$119K ﹤0.01% 2941
2024
Q1 		$1.01M Sell
26,515
-1,550
-6% -$50.4K ﹤0.01% 3167
2023
Q4 		$876K Sell
28,065
-5,246
-16% -$188K ﹤0.01% 3153
2023
Q3 		$1.33M Buy
33,311
+2,109
+7% +$98.8K ﹤0.01% 2654
2023
Q2 		$1.64M Buy
31,202
+8,827
+39% +$538K ﹤0.01% 2421
2023
Q1 		$1.43M Buy
22,375
+5,498
+33% +$359K ﹤0.01% 2452
2022
Q4 		$890K Buy
16,877
+1,959
+13% +$123K ﹤0.01% 2733
2022
Q3 		$1.05M Sell
14,918
-428
-3% -$36.6K ﹤0.01% 2498
2022
Q2 		$1.12M Buy
15,346
+4,267
+39% +$275K ﹤0.01% 2493
2022
Q1 		$885K Sell
11,079
-14,328
-56% -$1.07M ﹤0.01% 2704
2021
Q4 		$2.32M Sell
25,407
-14,920
-37% -$1.6M ﹤0.01% 1971
2021
Q3 		$5.18M Buy
40,327
+1,298
+3% +$182K ﹤0.01% 1368
2021
Q2 		$5.95M Buy
39,029
+8,598
+28% +$1.13M 0.01% 1219
2021
Q1 		$3.21M Buy
30,431
+2,409
+9% +$241K ﹤0.01% 1523
2020
Q4 		$2.22M Buy
28,022
+1,264
+5% +$92.5K ﹤0.01% 1610
2020
Q3 		$1.51M Buy
26,758
+7,317
+38% +$394K ﹤0.01% 1624
2020
Q2 		$1.2M Buy
19,441
+6,264
+48% +$256K ﹤0.01% 1694
2020
Q1 		$425K Sell
13,177
-1,806
-12% -$60.9K ﹤0.01% 2198
2019
Q4 		$527K Buy
14,983
+2,650
+21% +$87.4K ﹤0.01% 2334
2019
Q3 		$318K Buy
12,333
+1,954
+19% +$59.4K ﹤0.01% 2634
2019
Q2 		$305K Buy
10,379
+2,939
+40% +$84.8K ﹤0.01% 2686
2019
Q1 		$254K Buy
7,440
+1,111
+18% +$39.3K ﹤0.01% 2770
2018
Q4 		$202K Buy
+6,329
New +$247K ﹤0.01% 2803

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
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

LPL Financial's STAA Position: Q1 2025 in Review

LPL Financial sold out of STAAR Surgical (STAA) in Q1 2025, closing a stake of 15,994 shares — an estimated $388K sold.

LPL Financial first reported a position in STAA in Q4 2018 and held it in 25 quarters. The position peaked at $5.95M in Q2 2021. 185 funds tracked by Wall St. Rank hold STAA as of Q1 2025.

  • LPL Financial reported no remaining STAAR Surgical position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 15,994 STAAR Surgical shares in Q1 2025, an estimated $388K.
  • LPL Financial first reported a position in STAAR Surgical in Q4 2018 and held it in 25 quarters.
  • LPL Financial's STAAR Surgical position peaked at $5.95M in Q2 2021.
  • 185 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.