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Baystate Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Baystate 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
2023
Q4 		$25.4K Buy
75
+45
+150% +$13.4K ﹤0.01% 511
2023
Q3 		$9.03K Sell
30
-25
-45% -$7.81K ﹤0.01% 599
2023
Q2 		$19.1K Hold
55
– – ﹤0.01% 467
2023
Q1 		$14.3K Buy
55
+25
+83% +$6.16K ﹤0.01% 503
2022
Q4 		$8K Hold
30
– – ﹤0.01% 619
2022
Q3 		$6K Sell
30
-291
-91% -$62.5K ﹤0.01% 619
2022
Q2 		$65K Hold
321
– – 0.01% 288
2022
Q1 		$97K Sell
321
-6
-2% -$1.75K 0.01% 247
2021
Q4 		$118K Buy
327
+30
+10% +$10.3K 0.01% 226
2021
Q3 		$98K Buy
297
+6
+2% +$2.02K 0.01% 218
2021
Q2 		$89K Hold
291
– – 0.01% 220
2021
Q1 		$72K Buy
291
+60
+26% +$15.1K 0.01% 223
2020
Q4 		$63K Hold
231
– – 0.01% 224
2020
Q3 		$55K Hold
231
– – 0.01% 211
2020
Q2 		$44K Buy
231
+30
+15% +$5.38K 0.01% 234
2020
Q1 		$33K Hold
201
– – ﹤0.01% 234
2019
Q4 		$40K Buy
201
+30
+18% +$5.62K ﹤0.01% 252
2019
Q3 		$31K Hold
171
– – ﹤0.01% 250
2019
Q2 		$30K Hold
171
– – ﹤0.01% 269
2019
Q1 		$29K Hold
171
– – ﹤0.01% 275
2018
Q4 		$31K Hold
171
– – ﹤0.01% 261
2018
Q3 		$29K Hold
171
– – 0.01% 264
2018
Q2 		$29K Buy
171
+60
+54% +$9.15K ﹤0.01% 250
2018
Q1 		$17K Buy
+111
New +$15.5K ﹤0.01% 303
2017
Q1 		– Sell
-81
Closed -$6K – 671
2016
Q4 		$6K Buy
+81
New +$5.96K ﹤0.01% 344
2013
Q3 		– Sell
-54
Closed -$3K – 123
2013
Q2 		$3K Buy
+54
New +$2.98K ﹤0.01% 254

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baystate Wealth Management's ISRG Position: Q4 2023 in Review

Baystate Wealth Management increased its Intuitive Surgical (ISRG) stake by 150% in Q4 2023, buying an estimated $13.4K and bringing the position to 75 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Baystate Wealth Management first reported a position in ISRG in Q2 2013 and has held it in 26 quarters since. The position peaked at $118K in Q4 2021. 1,674 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • Baystate Wealth Management held 75 shares of Intuitive Surgical worth $25.4K as of Q4 2023.
  • Baystate Wealth Management bought 45 Intuitive Surgical shares in Q4 2023, an estimated $13.4K.
  • Intuitive Surgical made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #511 holding.
  • Baystate Wealth Management first reported a position in Intuitive Surgical in Q2 2013 and has held it in 26 quarters since.
  • Baystate Wealth Management's Intuitive Surgical position peaked at $118K in Q4 2021.
  • 1,674 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.