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Alera Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Alera 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 		$962K Buy
1,958
+168
+9% +$78.2K 0.11% 82
2024
Q2 		$796K Sell
1,790
-1,335
-43% -$532K 0.1% 89
2024
Q1 		$1.25M Sell
3,125
-4
-0.1% -$1.51K 0.17% 44
2023
Q4 		$1.06M Buy
+3,129
New +$933K 0.14% 52
2019
Q2 		– Sell
-129
Closed -$25K – 530
2019
Q1 		$25K Buy
129
+15
+13% +$2.67K 0.01% 243
2018
Q4 		$18K Buy
+114
New +$19.3K 0.01% 308

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

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

Alera Investment Advisors increased its Intuitive Surgical (ISRG) stake by 9.4% in Q3 2024, buying an estimated $78.2K and bringing the position to 1,958 shares worth $962K. The position accounts for 0.11% of the portfolio, ranked #82.

Alera Investment Advisors first reported a position in ISRG in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.25M in Q1 2024. 1,951 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Alera Investment Advisors held 1,958 shares of Intuitive Surgical worth $962K as of Q3 2024.
  • Alera Investment Advisors bought 168 Intuitive Surgical shares in Q3 2024, an estimated $78.2K.
  • Intuitive Surgical made up 0.11% of Alera Investment Advisors's portfolio in Q3 2024, its #82 holding.
  • Alera Investment Advisors first reported a position in Intuitive Surgical in Q4 2018 and has held it in 6 quarters since.
  • Alera Investment Advisors's Intuitive Surgical position peaked at $1.25M in Q1 2024.
  • 1,951 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.