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 Q3	$317	Hold	14	–	–	﹤0.01%	2254
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

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's STAA Position: Q3 2026 in Review

True Wealth Design held its STAAR Surgical (STAA) position steady in Q3 2026 at 14 shares worth $317. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

True Wealth Design first reported a position in STAA in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.57K in Q3 2024. 16 funds tracked by Wall St. Rank hold STAA as of Q3 2026.

True Wealth Design held 14 shares of STAAR Surgical worth $317 as of Q3 2026.
True Wealth Design left its STAAR Surgical share count unchanged in Q3 2026.
STAAR Surgical made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2254 holding.
True Wealth Design first reported a position in STAAR Surgical in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's STAAR Surgical position peaked at $3.57K in Q3 2024.
16 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.