WE
STXS icon

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
Q2 		$118K Hold
68,500
– – 0.03% 248
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

DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LIM
Lagoda Investment Management New York $182M AUM 58.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
APCM
Arbiter Partners Capital Management New York $190M AUM 50.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Effects's STXS Position: Q2 2026 in Review

Wealth Effects held its Stereotaxis (STXS) position steady in Q2 2026 at 68,500 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #248.

Wealth Effects first reported a position in STXS in Q4 2021 and has held it in 19 quarters since. The position peaked at $233K in Q3 2025. 109 funds tracked by Wall St. Rank hold STXS as of Q2 2026.

  • Wealth Effects held 68,500 shares of Stereotaxis worth $118K as of Q2 2026.
  • Wealth Effects left its Stereotaxis share count unchanged in Q2 2026.
  • Stereotaxis made up 0.03% of Wealth Effects's portfolio in Q2 2026, its #248 holding.
  • Wealth Effects first reported a position in Stereotaxis in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Stereotaxis position peaked at $233K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.