Position in STAA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$401
+$140 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#191
of 199 holders
Holding Since
Sep 2024
8 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, 2026True Wealth Design, LLC holds $511,421 across 25 Medical Instruments & Supplies names. STAA ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COO |
Cooper Companies, Inc.
|
990 | $70,992 | |
| 2 | ALGN |
Align Technology Inc
|
400 | $67,464 | |
| 3 | BDX |
Becton Dickinson & Co
|
357 | $54,024 | |
| 4 | ATR |
Aptargroup, Inc.
|
397 | $49,704 | |
| 5 | RMD |
Resmed Inc
|
240 | $46,771 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
126 | $45,234 | |
| 7 | XRAY |
DENTSPLY SIRONA Inc.
|
4,103 | $43,532 | |
| 8 | NVST |
Envista Holdings Corp
|
1,524 | $40,157 |
All Filings in STAA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401 | 14 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $261 | 14 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $946 | 41 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,101 | 41 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $318 | 19 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $334 | 19 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $72 | 3 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,566 | 96 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||