12 West Capital Management’s Intuitive Surgical ISRG Stock Holding History

12 West Capital 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 Q2	–	Sell	-90,000	Closed	-$35.9M	–	22
2024 Q1	$35.9M	Sell	90,000 -11,000	-11%	-$4.16M	3.24%	9
2023 Q4	$34.1M	Hold	101,000	–	–	3.03%	12
2023 Q3	$29.5M	Hold	101,000	–	–	2.67%	16
2023 Q2	$34.5M	Hold	101,000	–	–	2.96%	16
2023 Q1	$25.8M	Buy	101,000 +87,000	+621%	+$21.4M	2.22%	16
2022 Q4	$3.71M	Buy	+14,000	New	+$3.41M	0.38%	20

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

12 West Capital Management's ISRG Position: Q2 2024 in Review

12 West Capital Management sold out of Intuitive Surgical (ISRG) in Q2 2024, closing a stake of 90,000 shares — an estimated $35.9M sold.

12 West Capital Management first reported a position in ISRG in Q4 2022 and held it in 6 quarters. The position peaked at $35.9M in Q1 2024. 1,821 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

12 West Capital Management reported no remaining Intuitive Surgical position as of Q2 2024 after selling out during the quarter.
12 West Capital Management sold 90,000 Intuitive Surgical shares in Q2 2024, an estimated $35.9M.
12 West Capital Management first reported a position in Intuitive Surgical in Q4 2022 and held it in 6 quarters.
12 West Capital Management's Intuitive Surgical position peaked at $35.9M in Q1 2024.
1,821 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on 12 West Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.