Wealthspire Advisors (New York)
STXS icon

Wealthspire Advisors (New York)’s Stereotaxis STXS Stock Holding History

Wealthspire Advisors (New York)’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 		$41.3K Sell
24,000
-7,500
-24% -$14.1K ﹤0.01% 1259
2026
Q1 		$58K Buy
+31,500
New +$69K ﹤0.01% 905

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 $3.38T AUM 44.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s STXS Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Stereotaxis (STXS) stake by 24% in Q2 2026, selling an estimated $14.1K and leaving 24,000 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Wealthspire Advisors (New York) first reported a position in STXS in Q1 2026 and has held it in 2 quarters since. The position peaked at $58K in Q1 2026. 108 funds tracked by Wall St. Rank hold STXS as of Q2 2026.

  • Wealthspire Advisors (New York) held 24,000 shares of Stereotaxis worth $41.3K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 7,500 Stereotaxis shares in Q2 2026, an estimated $14.1K.
  • Stereotaxis made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1259 holding.
  • Wealthspire Advisors (New York) first reported a position in Stereotaxis in Q1 2026 and has held it in 2 quarters since.
  • Wealthspire Advisors (New York)'s Stereotaxis position peaked at $58K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Stereotaxis as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.