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Thrive Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Thrive 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
-872
Closed -$388K – 225
2024
Q2 		$388K Sell
872
-25
-3% -$9.96K 0.08% 140
2024
Q1 		$358K Buy
897
+147
+20% +$55.5K 0.07% 143
2023
Q4 		$253K Buy
750
+3
+0.4% +$894 0.06% 162
2023
Q3 		$218K Sell
747
-22
-3% -$6.87K 0.06% 157
2023
Q2 		$263K Buy
+769
New +$233K 0.07% 146

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

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

Thrive Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 872 shares — an estimated $388K sold.

Thrive Wealth Management first reported a position in ISRG in Q2 2023 and held it in 5 quarters. The position peaked at $388K in Q2 2024. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Thrive Wealth Management reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • Thrive Wealth Management sold 872 Intuitive Surgical shares in Q3 2024, an estimated $388K.
  • Thrive Wealth Management first reported a position in Intuitive Surgical in Q2 2023 and held it in 5 quarters.
  • Thrive Wealth Management's Intuitive Surgical position peaked at $388K in Q2 2024.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Thrive Wealth Management's 13F filing for Q3 2024, filed 4 Oct 2024.