Rise Advisors’s STAAR Surgical STAA Stock Holding History

Rise Advisors’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	-50	Closed	-$1.34K	–	1251
2025 Q3	$1.34K	Hold	50	–	–	﹤0.01%	1233
2025 Q2	$839	Sell	50 -10	-17%	-$176	﹤0.01%	1316
2025 Q1	$1.06K	Hold	60	–	–	﹤0.01%	1242
2024 Q4	$1.46K	Hold	60	–	–	﹤0.01%	1079
2024 Q3	$2.23K	Hold	60	–	–	﹤0.01%	1124
2024 Q2	$2.86K	Hold	60	–	–	﹤0.01%	1106
2024 Q1	$2.3K	Hold	60	–	–	﹤0.01%	1132
2023 Q4	$1.87K	Hold	60	–	–	﹤0.01%	471
2023 Q3	$2.41K	Sell	60 -216	-78%	-$10.1K	﹤0.01%	447
2023 Q2	$14.5K	Hold	276	–	–	0.01%	288
2023 Q1	$17.6K	Hold	276	–	–	0.01%	272
2022 Q4	$13.4K	Hold	276	–	–	0.01%	305
2022 Q3	$19K	Hold	276	–	–	0.02%	256
2022 Q2	$20K	Hold	276	–	–	0.02%	239
2022 Q1	$22K	Hold	276	–	–	0.02%	235
2021 Q4	$25.2K	Buy	+276	New	+$29.6K	0.02%	220

Other funds holding STAA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B 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 New York $1.66T AUM 25.57% 1-Year Est. Return