LPL Financial
STXS icon

LPL Financial’s Stereotaxis STXS Stock Holding History

LPL Financial’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.8K Buy
10,930
+30
+0.3% +$56 ﹤0.01% 6132
2026
Q1 		$20.1K Sell
10,900
-76,459
-88% -$168K ﹤0.01% 5873
2025
Q4 		$201K Sell
87,359
-15,470
-15% -$41.2K ﹤0.01% 5444
2025
Q3 		$320K Buy
102,829
+3,891
+4% +$10.1K ﹤0.01% 5003
2025
Q2 		$210K Buy
98,938
+86,788
+714% +$176K ﹤0.01% 5057
2025
Q1 		$21.4K Buy
12,150
+400
+3% +$852 ﹤0.01% 5250
2024
Q4 		$26.8K Sell
11,750
-22,934
-66% -$48K ﹤0.01% 5166
2024
Q3 		$70.8K Sell
34,684
-70
-0.2% -$141 ﹤0.01% 4951
2024
Q2 		$63.3K Sell
34,754
-303
-0.9% -$680 ﹤0.01% 4811
2024
Q1 		$91.5K Sell
35,057
-3,266
-9% -$7.76K ﹤0.01% 4693
2023
Q4 		$67.1K Buy
38,323
+4,140
+12% +$6.69K ﹤0.01% 4616
2023
Q3 		$54K Buy
+34,183
New +$54.7K ﹤0.01% 4514

Other funds holding STXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

LPL Financial's STXS Position: Q2 2026 in Review

LPL Financial increased its Stereotaxis (STXS) stake by 0.28% in Q2 2026, buying an estimated $56 and bringing the position to 10,930 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6132.

LPL Financial first reported a position in STXS in Q3 2023 and has held it in 12 quarters since. The position peaked at $320K in Q3 2025. 46 funds tracked by Wall St. Rank hold STXS as of Q2 2026.

  • LPL Financial held 10,930 shares of Stereotaxis worth $18.8K as of Q2 2026.
  • LPL Financial bought 30 Stereotaxis shares in Q2 2026, an estimated $56.
  • Stereotaxis made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6132 holding.
  • LPL Financial first reported a position in Stereotaxis in Q3 2023 and has held it in 12 quarters since.
  • LPL Financial's Stereotaxis position peaked at $320K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2026.

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