Position in STAA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$951,905
+$511,240 QoQ
Shares Held
33,179
+40.8% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 199 holders
Holding Since
Jun 2024
9 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, 2026Creative Planning holds $195,998,905 across 28 Medical Instruments & Supplies names. STAA ranks #20 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
137,514 | $54,686,566 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
90,518 | $32,495,962 | |
| 3 | BDX |
Becton Dickinson & Co
|
134,462 | $20,348,133 | |
| 4 | ALGN |
Align Technology Inc
|
69,292 | $11,686,787 | |
| 5 | MMSI |
Merit Medical Systems Inc
|
146,939 | $10,188,749 | |
| 6 | RMD |
Resmed Inc
|
49,217 | $9,591,408 | |
| 7 | COO |
Cooper Companies, Inc.
|
127,408 | $9,136,427 | |
| 8 | ALC |
Alcon Inc
|
132,357 | $8,881,154 |
All Filings in STAA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951,905 | 33,179 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $440,665 | 23,565 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $438,086 | 18,973 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $586,679 | 21,834 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $263,362 | 15,695 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $230,759 | 13,089 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $704 | 29 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $205,216 | 5,524 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $243,571 | 5,116 | Shares | Defined | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||