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Ruedi Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Ruedi 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 		– Sell
-5
Closed -$2.22K – 426
2024
Q2 		$2.22K Buy
+5
New +$1.99K ﹤0.01% 320

Other funds holding ISRG

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

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

Ruedi Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 5 shares — an estimated $2.22K sold.

Ruedi Wealth Management first reported a position in ISRG in Q2 2024 and held it in 1 quarter. The position peaked at $2.22K in Q2 2024. 1,951 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 5 Intuitive Surgical shares in Q3 2024, an estimated $2.22K.
  • Ruedi Wealth Management first reported a position in Intuitive Surgical in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Intuitive Surgical position peaked at $2.22K in Q2 2024.
  • 1,951 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.