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Sequoia Financial Advisors’s Stereotaxis STXS Stock Holding History

Sequoia Financial Advisors’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$656K Buy
381,355
+703
+0.2% +$1.32K ﹤0.01% 1154
2026
Q1 		$700K Buy
+380,652
New +$834K ﹤0.01% 1072

Other funds holding STXS

TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Sequoia Financial Advisors's STXS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Stereotaxis (STXS) stake by 0.18% in Q2 2026, buying an estimated $1.32K and bringing the position to 381,355 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Sequoia Financial Advisors first reported a position in STXS in Q1 2026 and has held it in 2 quarters since. The position peaked at $700K in Q1 2026. 7 funds tracked by Wall St. Rank hold STXS as of Q2 2026.

  • Sequoia Financial Advisors held 381,355 shares of Stereotaxis worth $656K as of Q2 2026.
  • Sequoia Financial Advisors bought 703 Stereotaxis shares in Q2 2026, an estimated $1.32K.
  • Stereotaxis made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1154 holding.
  • Sequoia Financial Advisors first reported a position in Stereotaxis in Q1 2026 and has held it in 2 quarters since.
  • Sequoia Financial Advisors's Stereotaxis position peaked at $700K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.