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Boston Financial Management’s Intuitive Surgical ISRG Stock Holding History

Boston Financial 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 		$1.93M Sell
3,705
-127
-3% -$66.1K 0.06% 150
2024
Q3 		$1.88M Sell
3,832
-25
-0.6% -$11.6K 0.06% 151
2024
Q2 		$1.72M Sell
3,857
-10
-0.3% -$3.98K 0.05% 155
2024
Q1 		$1.54M Hold
3,867
– – 0.05% 161
2023
Q4 		$1.3M Sell
3,867
-21
-0.5% -$6.26K 0.04% 170
2023
Q3 		$1.14M Buy
3,888
+75
+2% +$23.4K 0.04% 166
2023
Q2 		$1.3M Buy
3,813
+42
+1% +$12.7K 0.05% 168
2023
Q1 		$963K Hold
3,771
– – 0.04% 179
2022
Q4 		$1M Buy
3,771
+12
+0.3% +$2.93K 0.04% 180
2022
Q3 		$705K Sell
3,759
-6
-0.2% -$1.29K 0.03% 195
2022
Q2 		$756K Buy
3,765
+105
+3% +$24.6K 0.03% 180
2022
Q1 		$1.1M Buy
3,660
+63
+2% +$18.4K 0.04% 157
2021
Q4 		$1.29M Buy
3,597
+54
+2% +$18.6K 0.05% 136
2021
Q3 		$1.17M Hold
3,543
– – 0.05% 133
2021
Q2 		$1.09M Sell
3,543
-165
-4% -$46.3K 0.04% 131
2021
Q1 		$913K Buy
3,708
+30
+0.8% +$7.55K 0.04% 129
2020
Q4 		$1M Hold
3,678
– – 0.05% 126
2020
Q3 		$870K Hold
3,678
– – 0.04% 132
2020
Q2 		$699K Hold
3,678
– – 0.04% 140
2020
Q1 		$607K Buy
3,678
+1,488
+68% +$273K 0.04% 145
2019
Q4 		$432K Buy
+2,190
New +$410K 0.02% 179

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

Boston Financial Management's ISRG Position: Q4 2024 in Review

Boston Financial Management reduced its Intuitive Surgical (ISRG) stake by 3.3% in Q4 2024, selling an estimated $66.1K and leaving 3,705 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #150.

Boston Financial Management first reported a position in ISRG in Q4 2019 and has held it in 21 quarters since. 2,130 funds tracked by Wall St. Rank hold ISRG as of Q4 2024.

  • Boston Financial Management held 3,705 shares of Intuitive Surgical worth $1.93M as of Q4 2024.
  • Boston Financial Management sold 127 Intuitive Surgical shares in Q4 2024, an estimated $66.1K.
  • Intuitive Surgical made up 0.06% of Boston Financial Management's portfolio in Q4 2024, its #150 holding.
  • Boston Financial Management first reported a position in Intuitive Surgical in Q4 2019 and has held it in 21 quarters since.
  • 2,130 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.