UWS
SWAV

Unique Wealth Strategies’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Unique Wealth Strategies’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,738
Closed -$566K – 703
2024
Q2 		$566K Hold
1,738
– – 0.27% 102
2024
Q1 		$566K Buy
+1,738
New +$427K 0.28% 102

Other funds holding SWAV

EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return

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

Unique Wealth Strategies sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q3 2024, closing a stake of 1,738 shares — an estimated $566K sold.

Unique Wealth Strategies first reported a position in SWAV in Q1 2024 and held it in 2 quarters. The position peaked at $566K in Q2 2024. 2 funds tracked by Wall St. Rank hold SWAV as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Shockwave Medical, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 1,738 Shockwave Medical, Inc. Common Stock shares in Q3 2024, an estimated $566K.
  • Unique Wealth Strategies first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Shockwave Medical, Inc. Common Stock position peaked at $566K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q3 2024.

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