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True Wealth Design’s STAAR Surgical STAA Stock Holding History

True Wealth Design’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 		$402 Hold
14
– – ﹤0.01% 2274
2026
Q1 		$262 Sell
14
-27
-66% -$515 ﹤0.01% 2267
2025
Q4 		$947 Hold
41
– – ﹤0.01% 1726
2025
Q3 		$1.1K Buy
41
+22
+116% +$525 ﹤0.01% 1713
2025
Q2 		$319 Hold
19
– – ﹤0.01% 1906
2025
Q1 		$335 Buy
19
+16
+533% +$321 ﹤0.01% 1728
2024
Q4 		$73 Sell
3
-93
-97% -$2.66K ﹤0.01% 1297
2024
Q3 		$3.57K Buy
+96
New +$3.58K ﹤0.01% 650

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

True Wealth Design's STAA Position: Q2 2026 in Review

True Wealth Design held its STAAR Surgical (STAA) position steady in Q2 2026 at 14 shares worth $402. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

True Wealth Design first reported a position in STAA in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.57K in Q3 2024. 200 funds tracked by Wall St. Rank hold STAA as of Q2 2026.

  • True Wealth Design held 14 shares of STAAR Surgical worth $402 as of Q2 2026.
  • True Wealth Design left its STAAR Surgical share count unchanged in Q2 2026.
  • STAAR Surgical made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2274 holding.
  • True Wealth Design first reported a position in STAAR Surgical in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's STAAR Surgical position peaked at $3.57K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.