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Rothschild Investment LLC’s STAAR Surgical STAA Stock Holding History

Rothschild Investment LLC’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 		$3.16K Hold
110
– – ﹤0.01% 2537
2026
Q1 		$2.06K Sell
110
-10
-8% -$191 ﹤0.01% 2550
2025
Q4 		$2.77K Hold
120
– – ﹤0.01% 2200
2025
Q3 		$3.22K Buy
120
+55
+85% +$1.31K ﹤0.01% 1939
2025
Q2 		$1.09K Sell
65
-5
-7% -$88 ﹤0.01% 2426
2025
Q1 		$1.23K Hold
70
– – ﹤0.01% 2215
2024
Q4 		$1.7K Buy
70
+40
+133% +$1.14K ﹤0.01% 1905
2024
Q3 		$1.11K Buy
30
+15
+100% +$559 ﹤0.01% 2097
2024
Q2 		$714 Buy
15
+10
+200% +$438 ﹤0.01% 1833
2024
Q1 		$191 Buy
+5
New +$163 ﹤0.01% 1761

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

Rothschild Investment LLC's STAA Position: Q2 2026 in Review

Rothschild Investment LLC held its STAAR Surgical (STAA) position steady in Q2 2026 at 110 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Rothschild Investment LLC first reported a position in STAA in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.22K in Q3 2025. 200 funds tracked by Wall St. Rank hold STAA as of Q2 2026.

  • Rothschild Investment LLC held 110 shares of STAAR Surgical worth $3.16K as of Q2 2026.
  • Rothschild Investment LLC left its STAAR Surgical share count unchanged in Q2 2026.
  • STAAR Surgical made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2537 holding.
  • Rothschild Investment LLC first reported a position in STAAR Surgical in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's STAAR Surgical position peaked at $3.22K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.