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Wealthspire Advisors (New York)’s STAAR Surgical STAA Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-146
Closed -$3.92K – 2650
2025
Q3 		$3.92K Buy
+146
New +$3.48K ﹤0.01% 2413

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s STAA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of STAAR Surgical (STAA) in Q4 2025, closing a stake of 146 shares — an estimated $3.92K sold.

Wealthspire Advisors (New York) first reported a position in STAA in Q3 2025 and held it in 1 quarter. The position peaked at $3.92K in Q3 2025. 201 funds tracked by Wall St. Rank hold STAA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining STAAR Surgical position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 146 STAAR Surgical shares in Q4 2025, an estimated $3.92K.
  • Wealthspire Advisors (New York) first reported a position in STAAR Surgical in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s STAAR Surgical position peaked at $3.92K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.