SYSTM Wealth Solutions’s Intuitive Surgical ISRG Stock Holding History

SYSTM Wealth Solutions’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	$1.47K	Sell	3 -10,998	-100%	-$5.12M	0.04%	66
2024 Q2	$4.89M	Buy	11,001 +500	+5%	+$199K	1.09%	26
2024 Q1	$4.19M	Buy	10,501 +5,494	+110%	+$2.08M	0.53%	45
2023 Q4	$1.69M	Sell	5,007 -3,228	-39%	-$962K	0.23%	125
2023 Q3	$2.41M	Buy	8,235 +743	+10%	+$232K	0.37%	66
2023 Q2	$2.56M	Buy	7,492 +4,030	+116%	+$1.22M	0.35%	69
2023 Q1	$884K	Buy	3,462 +1,482	+75%	+$365K	0.14%	190
2022 Q4	$525K	Buy	+1,980	New	+$483K	0.07%	335

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

SYSTM Wealth Solutions's ISRG Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Intuitive Surgical (ISRG) stake by 100% in Q3 2024, selling an estimated $5.12M and leaving 3 shares worth $1.47K. The position accounts for 0.04% of the portfolio, ranked #66.

SYSTM Wealth Solutions first reported a position in ISRG in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.89M in Q2 2024. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

SYSTM Wealth Solutions held 3 shares of Intuitive Surgical worth $1.47K as of Q3 2024.
SYSTM Wealth Solutions sold 10,998 Intuitive Surgical shares in Q3 2024, an estimated $5.12M.
Intuitive Surgical made up 0.04% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #66 holding.
SYSTM Wealth Solutions first reported a position in Intuitive Surgical in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Intuitive Surgical position peaked at $4.89M in Q2 2024.
1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.