Root Financial Partners’s STAAR Surgical STAA Stock Holding History

Root Financial Partners’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	–	Sell	-21	Closed	-$393	–	2813
2026 Q1	$393	Buy	+21	New	+$401	﹤0.01%	2954

Other funds holding STAA

Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return

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

Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

Root Financial Partners's STAA Position: Q2 2026 in Review

Root Financial Partners sold out of STAAR Surgical (STAA) in Q2 2026, closing a stake of 21 shares — an estimated $393 sold.

Root Financial Partners first reported a position in STAA in Q1 2026 and held it in 1 quarter. The position peaked at $393 in Q1 2026. 200 funds tracked by Wall St. Rank hold STAA as of Q2 2026.

Root Financial Partners reported no remaining STAAR Surgical position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 21 STAAR Surgical shares in Q2 2026, an estimated $393.
Root Financial Partners first reported a position in STAAR Surgical in Q1 2026 and held it in 1 quarter.
Root Financial Partners's STAAR Surgical position peaked at $393 in Q1 2026.
200 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.