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Wellington Shields & Co’s Stereotaxis STXS Stock Holding History

Wellington Shields & Co’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
Q1 		$73.7K Sell
40,079
-2,448
-6% -$5.37K 0.02% 287
2025
Q4 		$97.8K Sell
42,527
-466
-1% -$1.24K 0.02% 283
2025
Q3 		$134K Hold
42,993
– – 0.03% 261
2025
Q2 		$91.1K Sell
42,993
-1,800
-4% -$3.66K 0.03% 268
2025
Q1 		$78.8K Hold
44,793
– – 0.02% 262
2024
Q4 		$102K Buy
44,793
+3,600
+9% +$7.53K 0.03% 246
2024
Q3 		$84K Buy
41,193
+4,000
+11% +$8.05K 0.03% 269
2024
Q2 		$67.7K Hold
37,193
– – 0.02% 268
2024
Q1 		$97.1K Hold
37,193
– – 0.03% 250
2023
Q4 		$65.1K Buy
37,193
+1,800
+5% +$2.91K 0.02% 257
2023
Q3 		$55.9K Hold
35,393
– – 0.01% 257
2023
Q2 		$54.2K Sell
35,393
-2,000
-5% -$3.71K 0.01% 260
2023
Q1 		$76.3K Hold
37,393
– – 0.02% 259
2022
Q4 		$77.4K Buy
37,393
+21,893
+141% +$42.8K 0.02% 255
2022
Q3 		$28K Hold
15,500
– – 0.01% 265
2022
Q2 		$29K Hold
15,500
– – 0.01% 268
2022
Q1 		$58K Buy
+15,500
New +$73.2K 0.02% 220

Other funds holding STXS

DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Shields & Co's STXS Position: Q1 2026 in Review

Wellington Shields & Co reduced its Stereotaxis (STXS) stake by 5.8% in Q1 2026, selling an estimated $5.37K and leaving 40,079 shares worth $73.7K. The position accounts for 0.02% of the portfolio, ranked #287.

Wellington Shields & Co first reported a position in STXS in Q1 2022 and has held it in 17 quarters since. The position peaked at $134K in Q3 2025. 115 funds tracked by Wall St. Rank hold STXS as of Q1 2026.

  • Wellington Shields & Co held 40,079 shares of Stereotaxis worth $73.7K as of Q1 2026.
  • Wellington Shields & Co sold 2,448 Stereotaxis shares in Q1 2026, an estimated $5.37K.
  • Stereotaxis made up 0.02% of Wellington Shields & Co's portfolio in Q1 2026, its #287 holding.
  • Wellington Shields & Co first reported a position in Stereotaxis in Q1 2022 and has held it in 17 quarters since.
  • Wellington Shields & Co's Stereotaxis position peaked at $134K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Stereotaxis as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.