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Steward Partners Investment Advisory’s STAAR Surgical STAA Stock Holding History

Steward Partners Investment Advisory’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 		$1.95K Buy
68
+19
+39% +$528 ﹤0.01% 4245
2026
Q1 		$916 Hold
49
– – ﹤0.01% 4195
2025
Q4 		$1.13K Sell
49
-1
-2% -$26 ﹤0.01% 4074
2025
Q3 		$1.34K Buy
+50
New +$1.19K ﹤0.01% 4006
2024
Q1 		– Sell
-700
Closed -$21.8K – 3666
2023
Q4 		$21.8K Sell
700
-145
-17% -$5.21K ﹤0.01% 2359
2023
Q3 		$34K Buy
845
+800
+1,778% +$37.5K ﹤0.01% 2078
2023
Q2 		$2.37K Sell
45
-170
-79% -$10.4K ﹤0.01% 2997
2023
Q1 		$13.7K Hold
215
– – ﹤0.01% 2420
2022
Q4 		$10.4K Sell
215
-50
-19% -$3.14K ﹤0.01% 2524
2022
Q3 		$19K Sell
265
-175
-40% -$15K ﹤0.01% 2253
2022
Q2 		$31K Hold
440
– – ﹤0.01% 2023
2022
Q1 		$35K Hold
440
– – ﹤0.01% 2105
2021
Q4 		$40K Sell
440
-151
-26% -$16.2K ﹤0.01% 2019
2021
Q3 		$76K Buy
591
+51
+9% +$7.14K ﹤0.01% 1675
2021
Q2 		$82K Sell
540
-147
-21% -$19.4K ﹤0.01% 2524
2021
Q1 		$72.4K Hold
687
– – ﹤0.01% 1791
2020
Q4 		$54K Sell
687
-100
-13% -$7.32K ﹤0.01% 1638
2020
Q3 		$45K Sell
787
-100
-11% -$5.39K ﹤0.01% 1547
2020
Q2 		$55K Buy
887
+168
+23% +$6.86K ﹤0.01% 1376
2020
Q1 		$23K Buy
719
+359
+100% +$12.1K ﹤0.01% 1563
2019
Q4 		$12K Buy
360
+35
+11% +$1.16K ﹤0.01% 1960
2019
Q3 		$8K Buy
+325
New +$9.88K ﹤0.01% 2098

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

Steward Partners Investment Advisory's STAA Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its STAAR Surgical (STAA) stake by 39% in Q2 2026, buying an estimated $528 and bringing the position to 68 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #4245.

Steward Partners Investment Advisory first reported a position in STAA in Q3 2019 and has held it in 22 quarters since. The position peaked at $82K in Q2 2021. 189 funds tracked by Wall St. Rank hold STAA as of Q2 2026.

  • Steward Partners Investment Advisory held 68 shares of STAAR Surgical worth $1.95K as of Q2 2026.
  • Steward Partners Investment Advisory bought 19 STAAR Surgical shares in Q2 2026, an estimated $528.
  • STAAR Surgical made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4245 holding.
  • Steward Partners Investment Advisory first reported a position in STAAR Surgical in Q3 2019 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's STAAR Surgical position peaked at $82K in Q2 2021.
  • 189 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.