Wealth Enhancement Advisory Services
STAA icon

Wealth Enhancement Advisory Services’s STAAR Surgical STAA Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q3 		– Sell
-22,168
Closed -$396K – 3697
2025
Q2 		$396K Buy
22,168
+934
+4% +$16.5K ﹤0.01% 2399
2025
Q1 		$374K Buy
21,234
+9,125
+75% +$183K ﹤0.01% 2264
2024
Q4 		$294K Buy
12,109
+500
+4% +$14.3K ﹤0.01% 2396
2024
Q3 		$431K Buy
11,609
+266
+2% +$9.92K ﹤0.01% 1922
2024
Q2 		$540K Buy
11,343
+418
+4% +$18.3K ﹤0.01% 1603
2024
Q1 		$418K Buy
10,925
+1,915
+21% +$62.3K ﹤0.01% 1698
2023
Q4 		$281K Buy
9,010
+1,447
+19% +$52K ﹤0.01% 1857
2023
Q3 		$304K Buy
+7,563
New +$354K ﹤0.01% 1733

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's STAA Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of STAAR Surgical (STAA) in Q3 2025, closing a stake of 22,168 shares — an estimated $396K sold.

Wealth Enhancement Advisory Services first reported a position in STAA in Q3 2023 and held it in 8 quarters. The position peaked at $540K in Q2 2024. 196 funds tracked by Wall St. Rank hold STAA as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining STAAR Surgical position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 22,168 STAAR Surgical shares in Q3 2025, an estimated $396K.
  • Wealth Enhancement Advisory Services first reported a position in STAAR Surgical in Q3 2023 and held it in 8 quarters.
  • Wealth Enhancement Advisory Services's STAAR Surgical position peaked at $540K in Q2 2024.
  • 196 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.