Position in STAA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$23,001
-$10,156 QoQ
Shares Held
1,230
-14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in STAA Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026CWM, LLC holds $67,434,811 across 38 Medical Instruments & Supplies names. STAA ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
54,633 | $25,185,266 | |
| 2 | ALGN |
Align Technology Inc
|
103,496 | $17,742,319 | |
| 3 | COO |
Cooper Companies, Inc.
|
91,515 | $6,543,322 | |
| 4 | BDX |
Becton Dickinson & Co
|
40,685 | $6,396,902 | |
| 5 | ATR |
Aptargroup, Inc.
|
16,285 | $2,052,235 | |
| 6 | NVST |
Envista Holdings Corp
|
72,923 | $1,850,056 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
5,241 | $1,313,604 | |
| 8 | RMD |
Resmed Inc
|
5,534 | $1,242,272 |
All Filings in STAA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,001 | 1,230 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $33,157 | 1,436 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $39,848 | 1,483 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $26,227 | 1,563 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $15,831 | 898 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,343 | 467 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $32,952 | 887 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $15,996 | 336 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $10,756 | 281 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $7,115 | 228 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $20,250 | 504 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $7,622 | 145 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,493 | 211 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,921 | 122 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,490 | 92 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,702 | 24 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,917 | 24 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,017 | 44 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||