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Avitas Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Avitas Wealth 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
Q4 		$974K Sell
1,866
-43
-2% -$22.4K 0.13% 137
2024
Q3 		$938K Sell
1,909
-138
-7% -$64.2K 0.13% 144
2024
Q2 		$911K Sell
2,047
-124
-6% -$49.4K 0.13% 143
2024
Q1 		$866K Sell
2,171
-21
-1% -$7.93K 0.13% 146
2023
Q4 		$739K Sell
2,192
-10
-0.5% -$2.98K 0.12% 145
2023
Q3 		$644K Sell
2,202
-71
-3% -$22.2K 0.12% 146
2023
Q2 		$777K Sell
2,273
-29
-1% -$8.77K 0.14% 136
2023
Q1 		$588K Sell
2,302
-66
-3% -$16.3K 0.12% 146
2022
Q4 		$628K Buy
+2,368
New +$577K 0.13% 131
2022
Q2 		– Sell
-2,372
Closed -$716K – 210
2022
Q1 		$716K Sell
2,372
-1,289
-35% -$377K 0.13% 142
2021
Q4 		$1.31M Buy
+3,661
New +$1.26M 0.22% 114

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

Avitas Wealth Management's ISRG Position: Q4 2024 in Review

Avitas Wealth Management reduced its Intuitive Surgical (ISRG) stake by 2.3% in Q4 2024, selling an estimated $22.4K and leaving 1,866 shares worth $974K. The position accounts for 0.13% of the portfolio, ranked #137.

Avitas Wealth Management first reported a position in ISRG in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.31M in Q4 2021. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Avitas Wealth Management held 1,866 shares of Intuitive Surgical worth $974K as of Q4 2024.
  • Avitas Wealth Management sold 43 Intuitive Surgical shares in Q4 2024, an estimated $22.4K.
  • Intuitive Surgical made up 0.13% of Avitas Wealth Management's portfolio in Q4 2024, its #137 holding.
  • Avitas Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and has held it in 11 quarters since.
  • Avitas Wealth Management's Intuitive Surgical position peaked at $1.31M in Q4 2021.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.