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 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

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

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

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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