Pinnacle Associates’s STAAR Surgical STAA Stock Holding History

Pinnacle Associates’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	-39,000	Closed	-$947K	–	859
2024 Q4	$947K	Buy	+39,000	New	+$1.11M	0.01%	496

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

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

Pinnacle Associates's STAA Position: Q1 2025 in Review

Pinnacle Associates sold out of STAAR Surgical (STAA) in Q1 2025, closing a stake of 39,000 shares — an estimated $947K sold.

Pinnacle Associates first reported a position in STAA in Q4 2024 and held it in 1 quarter. The position peaked at $947K in Q4 2024. 185 funds tracked by Wall St. Rank hold STAA as of Q1 2025.

Pinnacle Associates reported no remaining STAAR Surgical position as of Q1 2025 after selling out during the quarter.
Pinnacle Associates sold 39,000 STAAR Surgical shares in Q1 2025, an estimated $947K.
Pinnacle Associates first reported a position in STAAR Surgical in Q4 2024 and held it in 1 quarter.
Pinnacle Associates's STAAR Surgical position peaked at $947K in Q4 2024.
185 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2025.

Based on Pinnacle Associates's 13F filing for Q1 2025, filed 6 May 2025.