Toth Financial Advisory’s STAAR Surgical STAA Stock Holding History

Toth Financial 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
2025 Q3	–	Sell	-100	Closed	-$1.68K	–	826
2025 Q2	$1.68K	Hold	100	–	–	﹤0.01%	660
2025 Q1	$1.76K	Hold	100	–	–	﹤0.01%	611
2024 Q4	$2.43K	Hold	100	–	–	﹤0.01%	564
2024 Q3	$3.71K	Hold	100	–	–	﹤0.01%	542
2024 Q2	$4.76K	Hold	100	–	–	﹤0.01%	530
2024 Q1	$3.83K	Hold	100	–	–	﹤0.01%	549
2023 Q4	$3.12K	Hold	100	–	–	﹤0.01%	573
2023 Q3	$4.02K	Hold	100	–	–	﹤0.01%	560
2023 Q2	$5.26K	Hold	100	–	–	﹤0.01%	547
2023 Q1	$6.39K	Hold	100	–	–	﹤0.01%	511
2022 Q4	$4.85K	Hold	100	–	–	﹤0.01%	505
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	526
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	482
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	501
2021 Q4	$9K	Hold	100	–	–	﹤0.01%	511
2021 Q3	$13K	Hold	100	–	–	﹤0.01%	452
2021 Q2	$15K	Hold	100	–	–	﹤0.01%	415
2021 Q1	$11K	Hold	100	–	–	﹤0.01%	461
2020 Q4	$8K	Hold	100	–	–	﹤0.01%	431
2020 Q3	$6K	Buy	+100	New	+$5.39K	﹤0.01%	421

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Toth Financial Advisory's STAA Position: Q3 2025 in Review

Toth Financial Advisory sold out of STAAR Surgical (STAA) in Q3 2025, closing a stake of 100 shares — an estimated $1.68K sold.

Toth Financial Advisory first reported a position in STAA in Q3 2020 and held it in 20 quarters. The position peaked at $15K in Q2 2021. 196 funds tracked by Wall St. Rank hold STAA as of Q3 2025.

Toth Financial Advisory reported no remaining STAAR Surgical position as of Q3 2025 after selling out during the quarter.
Toth Financial Advisory sold 100 STAAR Surgical shares in Q3 2025, an estimated $1.68K.
Toth Financial Advisory first reported a position in STAAR Surgical in Q3 2020 and held it in 20 quarters.
Toth Financial Advisory's STAAR Surgical position peaked at $15K in Q2 2021.
196 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.