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WealthPLAN Partners’s Stereotaxis STXS Stock Holding History

WealthPLAN Partners’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 		$23.5K Hold
13,665
– – ﹤0.01% 226
2026
Q1 		$25.1K Buy
13,665
+1,000
+8% +$2.19K ﹤0.01% 220
2025
Q4 		$29.1K Buy
+12,665
New +$33.7K ﹤0.01% 272

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 $197M AUM 47.99% 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

WealthPLAN Partners's STXS Position: Q2 2026 in Review

WealthPLAN Partners held its Stereotaxis (STXS) position steady in Q2 2026 at 13,665 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

WealthPLAN Partners first reported a position in STXS in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.1K in Q4 2025. 108 funds tracked by Wall St. Rank hold STXS as of Q2 2026.

  • WealthPLAN Partners held 13,665 shares of Stereotaxis worth $23.5K as of Q2 2026.
  • WealthPLAN Partners left its Stereotaxis share count unchanged in Q2 2026.
  • Stereotaxis made up ﹤0.01% of WealthPLAN Partners's portfolio in Q2 2026, its #226 holding.
  • WealthPLAN Partners first reported a position in Stereotaxis in Q4 2025 and has held it in 3 quarters since.
  • WealthPLAN Partners's Stereotaxis position peaked at $29.1K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.