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Sweet Financial Partners’s Intuitive Surgical ISRG Stock Holding History

Sweet Financial Partners’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 		$251K Buy
511
+5
+1% +$2.33K 0.05% 173
2024
Q2 		$225K Hold
506
– – 0.05% 178
2024
Q1 		$202K Buy
+506
New +$191K 0.05% 190

Other funds holding ISRG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sweet Financial Partners's ISRG Position: Q3 2024 in Review

Sweet Financial Partners increased its Intuitive Surgical (ISRG) stake by 0.99% in Q3 2024, buying an estimated $2.33K and bringing the position to 511 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #173.

Sweet Financial Partners first reported a position in ISRG in Q1 2024 and has held it in 3 quarters since. 1,953 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Sweet Financial Partners held 511 shares of Intuitive Surgical worth $251K as of Q3 2024.
  • Sweet Financial Partners bought 5 Intuitive Surgical shares in Q3 2024, an estimated $2.33K.
  • Intuitive Surgical made up 0.05% of Sweet Financial Partners's portfolio in Q3 2024, its #173 holding.
  • Sweet Financial Partners first reported a position in Intuitive Surgical in Q1 2024 and has held it in 3 quarters since.
  • 1,953 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.