Baldwin Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Baldwin Wealth Partners’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	–	Sell	-107	Closed	-$52.6K	–	631
2024 Q3	$52.6K	Buy	107 +44	+70%	+$20.5K	﹤0.01%	541
2024 Q2	$28K	Hold	63	–	–	﹤0.01%	429
2024 Q1	$25.1K	Hold	63	–	–	﹤0.01%	458
2023 Q4	$21.3K	Hold	63	–	–	﹤0.01%	492
2023 Q3	$18.4K	Hold	63	–	–	﹤0.01%	521
2023 Q2	$21.5K	Hold	63	–	–	﹤0.01%	525
2023 Q1	$16.1K	Sell	63 -525	-89%	-$129K	﹤0.01%	571
2022 Q4	$156K	Hold	588	–	–	0.01%	262
2022 Q3	$110K	Sell	588 -1,375	-70%	-$295K	0.02%	232
2022 Q2	$394K	Hold	1,963	–	–	0.05%	125
2022 Q1	$593K	Buy	1,963 +463	+31%	+$135K	0.06%	103
2021 Q4	$539K	Hold	1,500	–	–	0.05%	118
2021 Q3	$497K	Buy	+1,500	New	+$504K	0.06%	113
2019 Q3	–	Sell	-1,563	Closed	-$273K	–	533
2019 Q2	$273K	Hold	1,563	–	–	0.04%	175
2019 Q1	$297K	Hold	1,563	–	–	0.04%	175
2018 Q4	$250K	Buy	1,563 +288	+23%	+$48.8K	0.04%	175
2018 Q3	$244K	Buy	+1,275	New	+$226K	0.03%	188
2017 Q1	–	Sell	-81	Closed	-$6K	–	518
2016 Q4	$6K	Hold	81	–	–	﹤0.01%	461
2016 Q3	$7K	Hold	81	–	–	﹤0.01%	473
2016 Q2	$6K	Buy	81 +36	+80%	+$2.53K	﹤0.01%	419
2016 Q1	$3K	Buy	+45	New	+$2.79K	﹤0.01%	456

Other funds holding ISRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baldwin Wealth Partners's ISRG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 107 shares — an estimated $52.6K sold.

Baldwin Wealth Partners first reported a position in ISRG in Q1 2016 and held it in 21 quarters. The position peaked at $593K in Q1 2022. 2,136 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

Baldwin Wealth Partners reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 107 Intuitive Surgical shares in Q4 2024, an estimated $52.6K.
Baldwin Wealth Partners first reported a position in Intuitive Surgical in Q1 2016 and held it in 21 quarters.
Baldwin Wealth Partners's Intuitive Surgical position peaked at $593K in Q1 2022.
2,136 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.