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
Q3 		$318K Buy
14,056
+5,765
+70% +$138K ﹤0.01% 5481
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $111M AUM 24.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

LPL Financial's STAA Position: Q3 2026 in Review

LPL Financial increased its STAAR Surgical (STAA) stake by 70% in Q3 2026, buying an estimated $138K and bringing the position to 14,056 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #5481.

LPL Financial first reported a position in STAA in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.95M in Q2 2021. 148 funds tracked by Wall St. Rank hold STAA as of Q3 2026.

  • LPL Financial held 14,056 shares of STAAR Surgical worth $318K as of Q3 2026.
  • LPL Financial bought 5,765 STAAR Surgical shares in Q3 2026, an estimated $138K.
  • STAAR Surgical made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5481 holding.
  • LPL Financial first reported a position in STAAR Surgical in Q4 2018 and has held it in 27 quarters since.
  • LPL Financial's STAAR Surgical position peaked at $5.95M in Q2 2021.
  • 148 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.