True Wealth Design’s Stereotaxis STXS Stock Holding History

True Wealth Design’s Portfolio STXS Stock Details STXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-52	Closed	-$96	–	2878
2026 Q1	$96	Sell	52 -4	-7%	-$9	﹤0.01%	2478
2025 Q4	$129	Hold	56	–	–	﹤0.01%	2295
2025 Q3	$175	Hold	56	–	–	﹤0.01%	2334
2025 Q2	$119	Buy	56 +10	+22%	+$20	﹤0.01%	2195
2025 Q1	$81	Buy	+46	New	+$98	﹤0.01%	2269

Other funds holding STXS

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

BMC

Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

True Wealth Design sold out of Stereotaxis (STXS) in Q2 2026, closing a stake of 52 shares — an estimated $96 sold.

True Wealth Design first reported a position in STXS in Q1 2025 and held it in 5 quarters. The position peaked at $175 in Q3 2025. 7 funds tracked by Wall St. Rank hold STXS as of Q2 2026.

True Wealth Design reported no remaining Stereotaxis position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 52 Stereotaxis shares in Q2 2026, an estimated $96.
True Wealth Design first reported a position in Stereotaxis in Q1 2025 and held it in 5 quarters.
True Wealth Design's Stereotaxis position peaked at $175 in Q3 2025.
7 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2026.

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