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	-$300	–	418
2016 Q2	$300	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	$226	Sell	4,194 -882	-17%	-$49.3K	0.03%	385
2015 Q1	$285	Buy	+5,076	New	+$287K	0.04%	350

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

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

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

Capital World Investors

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

Geode Capital Management

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

AllianceBernstein

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

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