UWS
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Unique Wealth Strategies’s Intuitive Surgical ISRG Stock Holding History

Unique Wealth Strategies’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
-1,160
Closed -$463K – 437
2024
Q2 		$463K Hold
1,160
– – 0.22% 140
2024
Q1 		$463K Buy
+1,160
New +$438K 0.23% 140

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

Unique Wealth Strategies's ISRG Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 1,160 shares — an estimated $463K sold.

Unique Wealth Strategies first reported a position in ISRG in Q1 2024 and held it in 2 quarters. The position peaked at $463K in Q2 2024. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,160 Intuitive Surgical shares in Q3 2024, an estimated $463K.
  • Unique Wealth Strategies first reported a position in Intuitive Surgical in Q1 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Intuitive Surgical position peaked at $463K in Q2 2024.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.