Wellington Wealth Strategies, LLC. / ISRG
Wellington Wealth Strategies, LLC.’s Intuitive Surgical Inc Position
Does Wellington Wealth Strategies, LLC. own Intuitive Surgical Inc (ISRG)? Not currently — the last reported position was 541 shares worth $240,664 in Q2 2024; the fund’s latest 13F (Q4 2024) no longer reports it.
Position Value
$240,664
Q2 2024
Shares
541
% of Portfolio
+1.01%
Quarters Held
1
position exited
Position History ISRG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 541 | $240,664 | +1.01% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of ISRG.