9258 Wealth Management’s Intuitive Surgical ISRG Stock Holding History

9258 Wealth Management’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$545K	Sell	1,109 -6	-0.5%	-$2.79K	0.08%	188
2024 Q2	$496K	Buy	1,115 +165	+17%	+$65.7K	0.08%	188
2024 Q1	$379K	Sell	950 -3	-0.3%	-$1.13K	0.06%	232
2023 Q4	$322K	Sell	953 -9	-0.9%	-$2.68K	0.06%	245
2023 Q3	$281K	Sell	962 -3	-0.3%	-$937	0.05%	259
2023 Q2	$330K	Sell	965 -17	-2%	-$5.14K	0.06%	242
2023 Q1	$251K	Hold	982	–	–	0.05%	276
2022 Q4	$261K	Buy	+982	New	+$239K	0.06%	267
2022 Q2	–	Sell	-855	Closed	-$258K	–	346
2022 Q1	$258K	Buy	855 +3	+0.4%	+$876	0.06%	306
2021 Q4	$306K	Buy	852 +3	+0.4%	+$1.03K	0.07%	284
2021 Q3	$281K	Buy	849 +93	+12%	+$31.2K	0.08%	275
2021 Q2	$232K	Sell	756 -84	-10%	-$23.6K	0.06%	304
2021 Q1	$207K	Hold	840	–	–	0.06%	306
2020 Q4	$229K	Sell	840 -111	-12%	-$27.6K	0.07%	268
2020 Q3	$211K	Buy	+951	New	+$214K	0.08%	262

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

9258 Wealth Management's ISRG Position: Q3 2024 in Review

9258 Wealth Management reduced its Intuitive Surgical (ISRG) stake by 0.54% in Q3 2024, selling an estimated $2.79K and leaving 1,109 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #188.

9258 Wealth Management first reported a position in ISRG in Q3 2020 and has held it in 15 quarters since. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

9258 Wealth Management held 1,109 shares of Intuitive Surgical worth $545K as of Q3 2024.
9258 Wealth Management sold 6 Intuitive Surgical shares in Q3 2024, an estimated $2.79K.
Intuitive Surgical made up 0.08% of 9258 Wealth Management's portfolio in Q3 2024, its #188 holding.
9258 Wealth Management first reported a position in Intuitive Surgical in Q3 2020 and has held it in 15 quarters since.
1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.