Williams Jones Wealth Management’s STAAR Surgical STAA Stock Holding History

Williams Jones Wealth Management’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
2026 Q1	$241K	Hold	12,900	–	–	﹤0.01%	447
2025 Q4	$298K	Hold	12,900	–	–	﹤0.01%	420
2025 Q3	$347K	Sell	12,900 -6,000	-32%	-$143K	﹤0.01%	394
2025 Q2	$317K	Hold	18,900	–	–	﹤0.01%	409
2025 Q1	$333K	Hold	18,900	–	–	﹤0.01%	392
2024 Q4	$459K	Hold	18,900	–	–	0.01%	357
2024 Q3	$702K	Hold	18,900	–	–	0.01%	300
2024 Q2	$900K	Hold	18,900	–	–	0.01%	266
2024 Q1	$723K	Hold	18,900	–	–	0.01%	301
2023 Q4	$590K	Hold	18,900	–	–	0.01%	315
2023 Q3	$759K	Hold	18,900	–	–	0.01%	278
2023 Q2	$994K	Hold	18,900	–	–	0.01%	262
2023 Q1	$1.21M	Sell	18,900 -11	-0.1%	-$718	0.02%	249
2022 Q4	$918K	Buy	18,911 +11	+0.1%	+$690	0.02%	280
2022 Q3	$1.33M	Sell	18,900 -30	-0.2%	-$2.57K	0.02%	239
2022 Q2	$1.34M	Hold	18,930	–	–	0.02%	247
2022 Q1	$1.51M	Sell	18,930 -12	-0.1%	-$894	0.02%	221
2021 Q4	$1.73M	Buy	+18,942	New	+$2.03M	0.02%	212
2021 Q2	–	Sell	-20,050	Closed	-$2.11M	–	515
2021 Q1	$2.11M	Hold	20,050	–	–	0.03%	189
2020 Q4	$1.59M	Hold	20,050	–	–	0.03%	199
2020 Q3	$1.13M	Sell	20,050 -110	-0.5%	-$5.92K	0.02%	197
2020 Q2	$1.24M	Sell	20,160 -5,100	-20%	-$208K	0.03%	185
2020 Q1	$815K	Hold	25,260	–	–	0.02%	184
2019 Q4	$888K	Hold	25,260	–	–	0.02%	215
2019 Q3	$651K	Buy	+25,260	New	+$768K	0.01%	238

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AIM

Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Williams Jones Wealth Management's STAA Position: Q1 2026 in Review

Williams Jones Wealth Management held its STAAR Surgical (STAA) position steady in Q1 2026 at 12,900 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Williams Jones Wealth Management first reported a position in STAA in Q3 2019 and has held it in 25 quarters since. The position peaked at $2.11M in Q1 2021. 187 funds tracked by Wall St. Rank hold STAA as of Q1 2026.

Williams Jones Wealth Management held 12,900 shares of STAAR Surgical worth $241K as of Q1 2026.
Williams Jones Wealth Management left its STAAR Surgical share count unchanged in Q1 2026.
STAAR Surgical made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #447 holding.
Williams Jones Wealth Management first reported a position in STAAR Surgical in Q3 2019 and has held it in 25 quarters since.
Williams Jones Wealth Management's STAAR Surgical position peaked at $2.11M in Q1 2021.
187 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.