Position in STAA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$237,868
-$150,626 QoQ
Shares Held
8,291
-48.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#119
of 199 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STAA Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $348,548,820 across 34 Medical Instruments & Supplies names. STAA ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
449,091 | $178,594,508 | |
| 2 | BDX |
Becton Dickinson & Co
|
415,533 | $62,882,608 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
67,793 | $24,337,687 | |
| 4 | COO |
Cooper Companies, Inc.
|
143,898 | $10,318,925 | |
| 5 | ALC |
Alcon Inc
|
145,645 | $9,772,779 | |
| 6 | MDLN |
Medline Inc.
|
206,200 | $8,132,528 | |
| 7 | ALGN |
Align Technology Inc
|
47,976 | $8,091,632 | |
| 8 | SOLV |
Solventum Corp
|
104,010 | $8,024,371 |
All Filings in STAA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,868 | 8,291 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $388,494 | 15,994 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $408,835 | 11,005 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,391,449 | 29,226 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,014,994 | 26,515 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $875,908 | 28,065 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,338,435 | 33,311 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,640,289 | 31,202 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,430,881 | 22,375 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $819,209 | 16,877 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,052,464 | 14,918 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,088,491 | 15,346 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $885,322 | 11,079 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,319,659 | 25,407 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,183,229 | 40,327 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,951,922 | 39,029 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,207,731 | 30,431 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,219,902 | 28,022 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,513,432 | 26,758 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,196,399 | 19,441 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $425,090 | 13,177 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||