Summit Securities Group’s STAAR Surgical STAA Stock Holding History

Summit Securities Group’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	-2,000	Closed	-$46.2K	–	1353
2025 Q4	$46.2K	Buy	+2,000	New	+$51.5K	0.01%	631

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

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

MAP

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AIM

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 $871B AUM 31.28% 1-Year Est. Return

Summit Securities Group's STAA Position: Q2 2024 in Review

Summit Securities Group sold out of STAAR Surgical (STAA) in Q2 2024, closing a stake of 209 shares — an estimated $8K sold.

Summit Securities Group first reported a position in STAA in Q3 2023 and held it in 2 quarters. The position peaked at $29K in Q3 2023. 223 funds tracked by Wall St. Rank hold STAA as of Q2 2024.

Summit Securities Group reported no remaining STAAR Surgical position as of Q2 2024 after selling out during the quarter.
Summit Securities Group sold 209 STAAR Surgical shares in Q2 2024, an estimated $8K.
Summit Securities Group first reported a position in STAAR Surgical in Q3 2023 and held it in 2 quarters.
Summit Securities Group's STAAR Surgical position peaked at $29K in Q3 2023.
223 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2024.

Based on Summit Securities Group's 13F filing for Q2 2024, filed 26 Jul 2024.