BFO
ISRG icon

Boston Family Office’s Intuitive Surgical ISRG Stock Holding History

Boston 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
2023
Q3 		– Sell
-607
Closed -$208K – 258
2023
Q2 		$208K Buy
+607
New +$184K 0.02% 247
2022
Q2 		– Sell
-1,199
Closed -$362K – 278
2022
Q1 		$362K Buy
1,199
+300
+33% +$87.6K 0.03% 231
2021
Q4 		$323K Sell
899
-85
-9% -$29.2K 0.02% 241
2021
Q3 		$326K Sell
984
-60
-6% -$20.1K 0.02% 237
2021
Q2 		$320K Buy
+1,044
New +$293K 0.02% 239

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Family Office's ISRG Position: Q3 2023 in Review

Boston Family Office sold out of Intuitive Surgical (ISRG) in Q3 2023, closing a stake of 607 shares — an estimated $208K sold.

Boston Family Office first reported a position in ISRG in Q2 2021 and held it in 5 quarters. The position peaked at $362K in Q1 2022. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Boston Family Office reported no remaining Intuitive Surgical position as of Q3 2023 after selling out during the quarter.
  • Boston Family Office sold 607 Intuitive Surgical shares in Q3 2023, an estimated $208K.
  • Boston Family Office first reported a position in Intuitive Surgical in Q2 2021 and held it in 5 quarters.
  • Boston Family Office's Intuitive Surgical position peaked at $362K in Q1 2022.
  • 1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Boston Family Office's 13F filing for Q3 2023, filed 13 Nov 2023.