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Brophy Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Brophy 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
2024
Q3 		$737K Buy
+1,500
New +$698K 0.26% 91

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

Brophy Wealth Management's ISRG Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Intuitive Surgical (ISRG) in Q3 2024: 1,500 shares worth $737K. The stake represents 0.26% of the portfolio and ranks #91 among its holdings.

1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • Brophy Wealth Management held 1,500 shares of Intuitive Surgical worth $737K as of Q3 2024.
  • Intuitive Surgical was a new Brophy Wealth Management position in Q3 2024.
  • Intuitive Surgical made up 0.26% of Brophy Wealth Management's portfolio in Q3 2024, its #91 holding.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.