Stephens Consulting’s STAAR Surgical STAA Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-20	Closed	-$353	–	1899
2025 Q1	$353	Buy	+20	New	+$401	﹤0.01%	1319

Other funds holding STAA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Consulting's STAA Position: Q2 2025 in Review

Stephens Consulting sold out of STAAR Surgical (STAA) in Q2 2025, closing a stake of 20 shares — an estimated $353 sold.

Stephens Consulting first reported a position in STAA in Q1 2025 and held it in 1 quarter. The position peaked at $353 in Q1 2025. 170 funds tracked by Wall St. Rank hold STAA as of Q2 2025.

Stephens Consulting reported no remaining STAAR Surgical position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 20 STAAR Surgical shares in Q2 2025, an estimated $353.
Stephens Consulting first reported a position in STAAR Surgical in Q1 2025 and held it in 1 quarter.
Stephens Consulting's STAAR Surgical position peaked at $353 in Q1 2025.
170 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.