Position in STAA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,819
+$275 QoQ
Shares Held
168
-30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 199 holders
Holding Since
Jun 2022
15 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, 2026Allworth Financial LP holds $16,035,810 across 35 Medical Instruments & Supplies names. STAA ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
25,807 | $10,262,926 | |
| 2 | BDX |
Becton Dickinson & Co
|
15,164 | $2,294,768 | |
| 3 | ATR |
Aptargroup, Inc.
|
5,098 | $638,269 | |
| 4 | ALGN |
Align Technology Inc
|
3,393 | $572,263 | |
| 5 | SOLV |
Solventum Corp
|
5,018 | $387,138 | |
| 6 | COO |
Cooper Companies, Inc.
|
4,453 | $319,324 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
870 | $312,330 | |
| 8 | RMD |
Resmed Inc
|
1,286 | $250,615 |
All Filings in STAA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,819 | 168 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,544 | 243 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,177 | 51 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,101 | 41 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $889 | 53 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,057 | 60 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $898 | 37 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,451 | 66 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,618 | 76 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,909 | 76 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,422 | 366 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $16,152 | 402 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,524 | 29 | Shares | Sole | 2023-07-18 | |
| 2022-09-30 | $2,257 | 32 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $993 | 14 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||