Sterling Capital Management LLC STXS — STEREOTAXIS INC

Ownership history in Sterling Capital Management LLC  ·  9 quarters on record

AI Ownership Summary

Sterling Capital Management LLC reported STEREOTAXIS INC (STXS) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. The latest visible filing shows STXS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STXS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sterling Capital Management LLC's position in STEREOTAXIS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

STXS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STXS stock page Sterling Capital Management LLC fund profile Sterling Capital Management LLC full holdings
How Sterling Capital Management LLC held STXS — position size vs. price
% of Fund (quarterly)    STXS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 2,236 +2,052 +1115.2% 0.00% $3K 2026-10-22 $1.00
2026 Q2 REDUCED 63.3% -26.7% ✅ 184 -317 -63.3% 0.00% $316 2026-07-28 $1.28
2026 Q1 REDUCED 21.7% -6.0% ✅ 501 -139 -21.7% 0.00% $922 2026-04-22 $1.94
2025 Q4 ADDED — — — 640 +234 +57.6% 0.00% $1K 2026-02-13 $1.99
2025 Q3 ADDED — — — 406 +210 +107.1% 0.00% $1K 2025-11-14 (Est.) $2.22
2025 Q2 ADDED — — — 196 +70 +55.6% 0.00% $416 2025-08-14 (Est.) $2.90
2025 Q1 ADDED — — — 126 +61 +93.8% 0.00% $222 2025-05-13 $2.11
2024 Q4 UNCHANGED — — — 65 — 0% 0.00% $148 2025-02-13 $2.27
2024 Q3 INITIATED — — — 65 — — 0.00% $133 2024-11-12 $2.26

🏢 Other funds also holding STXS

As of 2026 Q3 — sorted by position size

TCFG Investment Advisors, LLC 0.02% Cherry Creek Investment Advisors, Inc. 3Y 0.01% Investors Research Corp 3Y 7Y 0.0% WealthPLAN Partners, LLC 3Y 7Y 0.0% Benin Management CORP 3Y 7Y 0.0% Hickory Point Bank & Trust 0.0% Forum Financial Management, LP 3Y 0.0% Clark Wealth Partners 0.0% Farther Finance Advisors, LLC 3Y 0.0% James T. Borello RIA 0.0%

FAQ About Sterling Capital Management LLC and STXS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sterling Capital Management LLC reported owning STXS?

Sterling Capital Management LLC reported STXS across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported STXS position in Sterling Capital Management LLC's portfolio?

The largest reported portfolio weight for STXS was 0.00% in 2026 Q3.

What is the latest reported STXS position on this page?

The most recent filing on this page is 2026 Q3, when Sterling Capital Management LLC reported 2,236 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this STXS ownership page compare?

The chart compares Sterling Capital Management LLC's quarterly STXS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sterling Capital Management LLC time their STXS position?

Based on 13F filing dates vs. subsequent STXS price moves, Sterling Capital Management LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on STXS relative to SPY over the holding period was -43.2%.

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