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Pinnacle Wealth Planning Services’s STAAR Surgical STAA Stock Holding History

Pinnacle Wealth Planning Services’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 		$54.8K Buy
1,911
+25
+1% +$695 0.01% 1212
2026
Q1 		$35.3K Buy
1,886
+56
+3% +$1.07K ﹤0.01% 1391
2025
Q4 		$42.3K Buy
+1,830
New +$47.2K ﹤0.01% 1318
2021
Q1 		– Sell
-178
Closed -$14K – 1725
2020
Q4 		$14K Buy
+178
New +$13K ﹤0.01% 1291

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

Pinnacle Wealth Planning Services's STAA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its STAAR Surgical (STAA) stake by 1.3% in Q2 2026, buying an estimated $695 and bringing the position to 1,911 shares worth $54.8K. The position accounts for 0.01% of the portfolio, ranked #1212.

Pinnacle Wealth Planning Services first reported a position in STAA in Q4 2020 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold STAA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,911 shares of STAAR Surgical worth $54.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 25 STAAR Surgical shares in Q2 2026, an estimated $695.
  • STAAR Surgical made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1212 holding.
  • Pinnacle Wealth Planning Services first reported a position in STAAR Surgical in Q4 2020 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.