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Morningstar Investment Management’s STAAR Surgical STAA Stock Holding History

Morningstar Investment Management’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
Q4 		– Sell
-39,804
Closed -$1.07M – 453
2025
Q3 		$1.07M Buy
+39,804
New +$949K 0.04% 334

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
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Management's STAA Position: Q4 2025 in Review

Morningstar Investment Management sold out of STAAR Surgical (STAA) in Q4 2025, closing a stake of 39,804 shares — an estimated $1.07M sold.

Morningstar Investment Management first reported a position in STAA in Q3 2025 and held it in 1 quarter. The position peaked at $1.07M in Q3 2025. 201 funds tracked by Wall St. Rank hold STAA as of Q4 2025.

  • Morningstar Investment Management reported no remaining STAAR Surgical position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 39,804 STAAR Surgical shares in Q4 2025, an estimated $1.07M.
  • Morningstar Investment Management first reported a position in STAAR Surgical in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's STAAR Surgical position peaked at $1.07M in Q3 2025.
  • 201 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.