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Biltmore Family Office’s Intuitive Surgical ISRG Stock Holding History

Biltmore Family Office’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
-1,457
Closed -$716K – 275
2024
Q3 		$716K Buy
1,457
+60
+4% +$27.9K 0.12% 104
2024
Q2 		$621K Sell
1,397
-63
-4% -$25.1K 0.11% 101
2024
Q1 		$583K Sell
1,460
-30
-2% -$11.3K 0.11% 101
2023
Q4 		$503K Sell
1,490
-109
-7% -$32.5K 0.1% 111
2023
Q3 		$467K Buy
1,599
+75
+5% +$23.4K 0.11% 116
2023
Q2 		$521K Sell
1,524
-169
-10% -$51.1K 0.11% 105
2023
Q1 		$433K Sell
1,693
-18
-1% -$4.43K 0.09% 143
2022
Q4 		$454K Buy
1,711
+109
+7% +$26.6K 0.09% 134
2022
Q3 		$300K Buy
1,602
+180
+13% +$38.7K 0.07% 142
2022
Q2 		$285K Hold
1,422
– – 0.07% 144
2022
Q1 		$429K Hold
1,422
– – 0.09% 127
2021
Q4 		$511K Hold
1,422
– – 0.1% 122
2021
Q3 		$471K Sell
1,422
-63
-4% -$21.2K 0.11% 106
2021
Q2 		$455K Buy
1,485
+42
+3% +$11.8K 0.13% 107
2021
Q1 		$355K Sell
1,443
-60
-4% -$15.1K 0.11% 119
2020
Q4 		$410K Sell
1,503
-138
-8% -$34.3K 0.12% 112
2020
Q3 		$388K Sell
1,641
-6
-0.4% -$1.35K 0.22% 92
2020
Q2 		$313K Sell
1,647
-333
-17% -$59.7K 0.19% 106
2020
Q1 		$327K Buy
1,980
+291
+17% +$53.3K 0.22% 106
2019
Q4 		$333K Buy
1,689
+90
+6% +$16.9K 0.13% 131
2019
Q3 		$288K Hold
1,599
– – 0.12% 131
2019
Q2 		$280K Sell
1,599
-267
-14% -$45.7K 0.15% 117
2019
Q1 		$355K Sell
1,866
-30
-2% -$5.33K 0.18% 109
2018
Q4 		$303K Buy
+1,896
New +$321K 0.17% 115

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

Biltmore Family Office's ISRG Position: Q4 2024 in Review

Biltmore Family Office sold out of Intuitive Surgical (ISRG) in Q4 2024, closing a stake of 1,457 shares — an estimated $716K sold.

Biltmore Family Office first reported a position in ISRG in Q4 2018 and held it in 24 quarters. The position peaked at $716K in Q3 2024. 2,129 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Biltmore Family Office reported no remaining Intuitive Surgical position as of Q4 2024 after selling out during the quarter.
  • Biltmore Family Office sold 1,457 Intuitive Surgical shares in Q4 2024, an estimated $716K.
  • Biltmore Family Office first reported a position in Intuitive Surgical in Q4 2018 and held it in 24 quarters.
  • Biltmore Family Office's Intuitive Surgical position peaked at $716K in Q3 2024.
  • 2,129 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Biltmore Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.