Position in STAA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$965,331
+$694,800 QoQ
Shares Held
33,647
+132.6% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 199 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STAA Over Time
Shares Held
Position Value (USD)
Derivatives in STAA
reported options exposure · as of Sep 30, 2022CallValue
$0
CallShares
0
PutValue
$183,430
PutShares
2,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $1,036,452,242 across 43 Medical Instruments & Supplies names. STAA ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,027,542 | $408,632,901 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,210,775 | $183,226,578 | |
| 3 | COO |
Cooper Companies, Inc.
|
1,155,630 | $82,870,225 | |
| 4 | ALC |
Alcon Inc
|
736,503 | $49,419,349 | |
| 5 | ALGN |
Align Technology Inc
|
280,145 | $47,249,253 | |
| 6 | RMD |
Resmed Inc
|
230,914 | $45,000,518 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
114,107 | $40,964,413 | |
| 8 | MMSI |
Merit Medical Systems Inc
|
523,502 | $36,299,626 |
All Filings in STAA
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,331 | 33,647 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $270,531 | 14,467 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,308,116 | 56,653 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $870,909 | 32,412 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $574,176 | 34,218 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $512,521 | 29,071 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $633,506 | 26,081 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $761,909 | 20,509 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,287,801 | 27,049 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $915,426 | 23,914 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $608,124 | 19,485 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $745,618 | 18,557 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,484,680 | 28,242 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,426,402 | 22,305 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $531,027 | 10,940 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $183,430 | 2,600 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $1,054,790 | 14,951 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $184,418 | 2,600 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $1,029,334 | 14,512 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,658,198 | 45,779 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $207,766 | 2,600 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $5,467,041 | 59,880 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,596,377 | 59,102 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,293,653 | 60,942 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,794,962 | 73,949 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $5,586,730 | 53,000 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $8,688,056 | 109,670 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $6,203,951 | 109,688 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $8,122,417 | 131,986 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,336,134 | 103,414 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||