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Arden Trust’s Intuitive Surgical ISRG Stock Holding History

Arden Trust’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 		$274K Sell
616
-8
-1% -$3.19K 0.04% 194
2024
Q1 		$249K Sell
624
-14
-2% -$5.29K 0.03% 217
2023
Q4 		$215K Buy
+638
New +$190K 0.03% 235
2023
Q3 		– Sell
-716
Closed -$245K – 253
2023
Q2 		$245K Sell
716
-864
-55% -$261K 0.04% 218
2023
Q1 		$404K Buy
1,580
+84
+6% +$20.7K 0.07% 198
2022
Q4 		$397K Sell
1,496
-729
-33% -$178K 0.08% 196
2022
Q3 		$417K Sell
2,225
-31
-1% -$6.66K 0.11% 179
2022
Q2 		$453K Sell
2,256
-6
-0.3% -$1.41K 0.1% 178
2022
Q1 		$683K Buy
2,262
+463
+26% +$135K 0.13% 146
2021
Q4 		$647K Buy
+1,799
New +$619K 0.11% 174
2016
Q3 		– Sell
-4,086
Closed -$300K – 418
2016
Q2 		$300K Sell
4,086
-540
-12% -$38K 0.02% 472
2016
Q1 		$309K Sell
4,626
-603
-12% -$37.4K 0.02% 464
2015
Q4 		$317K Buy
5,229
+36
+0.7% +$2.02K 0.03% 451
2015
Q3 		$265K Buy
5,193
+999
+24% +$56.6K 0.02% 556
2015
Q2 		$226K Sell
4,194
-882
-17% -$49.3K 0.03% 385
2015
Q1 		$285K Buy
+5,076
New +$287K 0.04% 350

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arden Trust's ISRG Position: Q2 2024 in Review

Arden Trust reduced its Intuitive Surgical (ISRG) stake by 1.3% in Q2 2024, selling an estimated $3.19K and leaving 616 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #194.

Arden Trust first reported a position in ISRG in Q1 2015 and has held it in 16 quarters since. The position peaked at $683K in Q1 2022. 1,825 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

  • Arden Trust held 616 shares of Intuitive Surgical worth $274K as of Q2 2024.
  • Arden Trust sold 8 Intuitive Surgical shares in Q2 2024, an estimated $3.19K.
  • Intuitive Surgical made up 0.04% of Arden Trust's portfolio in Q2 2024, its #194 holding.
  • Arden Trust first reported a position in Intuitive Surgical in Q1 2015 and has held it in 16 quarters since.
  • Arden Trust's Intuitive Surgical position peaked at $683K in Q1 2022.
  • 1,825 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.