Wealth Effects’s Stereotaxis STXS Stock Holding History

Wealth Effects’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 Q1	$126K	Sell	68,500 -560	-0.8%	-$1.23K	0.04%	226
2025 Q4	$159K	Sell	69,060 -6,000	-8%	-$16K	0.05%	207
2025 Q3	$233K	Hold	75,060	–	–	0.08%	186
2025 Q2	$159K	Sell	75,060 -3,500	-4%	-$7.11K	0.06%	194
2025 Q1	$138K	Sell	78,560 -7,500	-9%	-$16K	0.06%	189
2024 Q4	$196K	Buy	86,060 +9,000	+12%	+$18.8K	0.07%	195
2024 Q3	$157K	Buy	77,060 +5,000	+7%	+$10.1K	0.06%	206
2024 Q2	$131K	Hold	72,060	–	–	0.05%	197
2024 Q1	$188K	Buy	72,060 +2,500	+4%	+$5.94K	0.07%	201
2023 Q4	$122K	Buy	69,560 +500	+0.7%	+$808	0.05%	214
2023 Q3	$109K	Buy	69,060 +9,500	+16%	+$15.2K	0.05%	180
2023 Q2	$91.1K	Hold	59,560	–	–	0.04%	191
2023 Q1	$122K	Buy	59,560 +11,300	+23%	+$25.4K	0.06%	183
2022 Q4	$99.9K	Sell	48,260 -400	-0.8%	-$782	0.06%	180
2022 Q3	$88K	Buy	48,660 +17,100	+54%	+$36.7K	0.05%	177
2022 Q2	$58K	Buy	31,560 +800	+3%	+$1.91K	0.03%	182
2022 Q1	$115K	Buy	30,760 +1,700	+6%	+$8.03K	0.05%	195
2021 Q4	$180K	Buy	+29,060	New	+$174K	0.07%	199

Other funds holding STXS

DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

Geode Capital Management

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

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return

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