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Wetzel Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Wetzel Investment Advisors’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
-11
Closed -$4.39K – 495
2024
Q2 		$4.39K Hold
11
– – ﹤0.01% 609
2024
Q1 		$4.1K Hold
11
– – ﹤0.01% 717
2023
Q4 		$4K Buy
+11
New +$3.28K ﹤0.01% 726

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

Wetzel Investment Advisors's ISRG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 11 shares — an estimated $4.39K sold.

Wetzel Investment Advisors first reported a position in ISRG in Q4 2023 and held it in 3 quarters. The position peaked at $4.39K in Q2 2024. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 11 Intuitive Surgical shares in Q3 2024, an estimated $4.39K.
  • Wetzel Investment Advisors first reported a position in Intuitive Surgical in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Intuitive Surgical position peaked at $4.39K in Q2 2024.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.