Stifel Financial
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Stifel Financial’s STAAR Surgical STAA Stock Holding History

Stifel Financial’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 		– Sell
-102,835
Closed -$2.37M – 3747
2025
Q4 		$2.37M Buy
+102,835
New +$2.65M ﹤0.01% 1813
2023
Q3 		– Sell
-7,828
Closed -$412K – 3400
2023
Q2 		$412K Sell
7,828
-1,586
-17% -$96.6K ﹤0.01% 2632
2023
Q1 		$602K Buy
9,414
+1,525
+19% +$99.5K ﹤0.01% 2414
2022
Q4 		$383K Sell
7,889
-401
-5% -$25.2K ﹤0.01% 2625
2022
Q3 		$585K Sell
8,290
-29
-0.3% -$2.48K ﹤0.01% 2343
2022
Q2 		$590K Sell
8,319
-371
-4% -$23.9K ﹤0.01% 2373
2022
Q1 		$695K Buy
8,690
+1,107
+15% +$82.4K ﹤0.01% 2371
2021
Q4 		$692K Sell
7,583
-3,793
-33% -$407K ﹤0.01% 2395
2021
Q3 		$1.46M Sell
11,376
-381
-3% -$53.3K ﹤0.01% 1794
2021
Q2 		$1.79M Buy
11,757
+4,388
+60% +$578K ﹤0.01% 1689
2021
Q1 		$777K Sell
7,369
-18
-0.2% -$1.8K ﹤0.01% 2170
2020
Q4 		$586K Sell
7,387
-2,802
-28% -$205K ﹤0.01% 2223
2020
Q3 		$576K Sell
10,189
-3,409
-25% -$184K ﹤0.01% 1997
2020
Q2 		$837K Buy
13,598
+3,606
+36% +$147K ﹤0.01% 1688
2020
Q1 		$299K Sell
9,992
-8,833
-47% -$298K ﹤0.01% 2186
2019
Q4 		$667K Hold
18,825
– – ﹤0.01% 2082
2019
Q3 		$487K Buy
+18,825
New +$572K ﹤0.01% 2186

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
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIM
Anatole Investment Management Central, Hong Kong $590M AUM 751.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial's STAA Position: Q1 2026 in Review

Stifel Financial sold out of STAAR Surgical (STAA) in Q1 2026, closing a stake of 102,835 shares — an estimated $2.37M sold.

Stifel Financial first reported a position in STAA in Q3 2019 and held it in 17 quarters. The position peaked at $2.37M in Q4 2025. 187 funds tracked by Wall St. Rank hold STAA as of Q1 2026.

  • Stifel Financial reported no remaining STAAR Surgical position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 102,835 STAAR Surgical shares in Q1 2026, an estimated $2.37M.
  • Stifel Financial first reported a position in STAAR Surgical in Q3 2019 and held it in 17 quarters.
  • Stifel Financial's STAAR Surgical position peaked at $2.37M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.