Financial Synergies Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-6	Closed	-$2.4K	–	251
2024 Q1	$2.4K	Hold	6	–	–	﹤0.01%	305
2023 Q4	$1.59K	Hold	6	–	–	﹤0.01%	270
2023 Q3	$1.75K	Hold	6	–	–	﹤0.01%	314
2023 Q2	$2.05K	Hold	6	–	–	﹤0.01%	294
2023 Q1	$1.53K	Hold	6	–	–	﹤0.01%	328
2022 Q4	$1.59K	Sell	6 -3	-33%	-$731	﹤0.01%	270
2022 Q3	$1.69K	Hold	9	–	–	﹤0.01%	234
2022 Q2	$1.81K	Buy	+9	New	+$2.11K	﹤0.01%	247

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's ISRG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2024, closing a stake of 6 shares — an estimated $2.4K sold.

Financial Synergies Wealth Advisors first reported a position in ISRG in Q2 2022 and held it in 8 quarters. The position peaked at $2.4K in Q1 2024. 1,821 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 6 Intuitive Surgical shares in Q2 2024, an estimated $2.4K.
Financial Synergies Wealth Advisors first reported a position in Intuitive Surgical in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Intuitive Surgical position peaked at $2.4K in Q1 2024.
1,821 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.