LPL Financial
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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
2026
Q2 		$238K Buy
+8,291
New +$231K ﹤0.01% 5631
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 $1.91B AUM 44.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $590M AUM 751.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LPL Financial's STAA Position: Q2 2026 in Review

LPL Financial opened a new position in STAAR Surgical (STAA) in Q2 2026: 8,291 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #5631 among its holdings. This is a return to the name: LPL Financial previously reported a position in STAA as recently as Q4 2024.

LPL Financial first reported a position in STAA in Q4 2018 and has held it in 26 quarters since. The position peaked at $5.95M in Q2 2021. 200 funds tracked by Wall St. Rank hold STAA as of Q2 2026.

  • LPL Financial held 8,291 shares of STAAR Surgical worth $238K as of Q2 2026.
  • STAAR Surgical was a new LPL Financial position in Q2 2026.
  • STAAR Surgical made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5631 holding.
  • LPL Financial first reported a position in STAAR Surgical in Q4 2018 and has held it in 26 quarters since.
  • LPL Financial's STAAR Surgical position peaked at $5.95M in Q2 2021.
  • 200 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.