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One Wealth Management Investment & Advisory Services’s Intuitive Surgical ISRG Stock Holding History

One Wealth Management Investment & Advisory Services’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 		– Sell
-697
Closed -$310K – 85
2024
Q2 		$310K Buy
697
+23
+3% +$9.16K 0.12% 88
2024
Q1 		$269K Buy
674
+44
+7% +$16.6K 0.11% 101
2023
Q4 		$213K Buy
+630
New +$188K 0.09% 116

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's ISRG Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 697 shares — an estimated $310K sold.

One Wealth Management Investment & Advisory Services first reported a position in ISRG in Q4 2023 and held it in 3 quarters. The position peaked at $310K in Q2 2024. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 697 Intuitive Surgical shares in Q3 2024, an estimated $310K.
  • One Wealth Management Investment & Advisory Services first reported a position in Intuitive Surgical in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Intuitive Surgical position peaked at $310K in Q2 2024.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.