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Buckingham Strategic Wealth’s Intuitive Surgical ISRG Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$4.14M Buy
9,301
+163
+2% +$64.9K 0.04% 163
2024
Q1 		$3.65M Buy
9,138
+177
+2% +$66.9K 0.04% 175
2023
Q4 		$3.02M Sell
8,961
-27
-0.3% -$8.05K 0.04% 188
2023
Q3 		$2.63M Sell
8,988
-8
-0.1% -$2.5K 0.04% 191
2023
Q2 		$3.08M Sell
8,996
-522
-5% -$158K 0.04% 172
2023
Q1 		$2.53M Hold
9,518
– – 0.05% 162
2022
Q4 		$2.53M Sell
9,518
-394
-4% -$96.1K 0.05% 162
2022
Q3 		$1.86M Buy
9,912
+99
+1% +$21.3K 0.04% 177
2022
Q2 		$1.97M Sell
9,813
-86
-0.9% -$20.2K 0.04% 176
2022
Q1 		$2.99M Sell
9,899
-361
-4% -$105K 0.06% 142
2021
Q4 		$3.69M Sell
10,260
-429
-4% -$148K 0.07% 125
2021
Q3 		$3.54M Sell
10,689
-399
-4% -$134K 0.07% 129
2021
Q2 		$3.4M Sell
11,088
-240
-2% -$67.3K 0.08% 128
2021
Q1 		$2.79M Sell
11,328
-69
-0.6% -$17.4K 0.14% 125
2020
Q4 		$3.11M Buy
11,397
+10,080
+765% +$2.5M 0.16% 113
2020
Q3 		$311K Sell
1,317
-417
-24% -$93.6K 0.02% 361
2020
Q2 		$329K Buy
+1,734
New +$311K 0.03% 299
2019
Q4 		– Sell
-1,293
Closed -$233K – 472
2019
Q3 		$233K Sell
1,293
-420
-25% -$72.6K 0.03% 371
2019
Q2 		$300K Buy
1,713
+162
+10% +$27.8K 0.03% 342
2019
Q1 		$295K Buy
+1,551
New +$276K 0.04% 316
2018
Q4 		– Sell
-1,122
Closed -$215K – 373
2018
Q3 		$215K Buy
+1,122
New +$199K 0.03% 332
2017
Q3 		– Sell
-2,970
Closed -$309K – 299
2017
Q2 		$309K Buy
+2,970
New +$285K 0.07% 216

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckingham Strategic Wealth's ISRG Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Intuitive Surgical (ISRG) stake by 1.8% in Q2 2024, buying an estimated $64.9K and bringing the position to 9,301 shares worth $4.14M. The position accounts for 0.04% of the portfolio, ranked #163.

Buckingham Strategic Wealth first reported a position in ISRG in Q2 2017 and has held it in 22 quarters since. 1,825 funds tracked by Wall St. Rank hold ISRG as of Q2 2024.

  • Buckingham Strategic Wealth held 9,301 shares of Intuitive Surgical worth $4.14M as of Q2 2024.
  • Buckingham Strategic Wealth bought 163 Intuitive Surgical shares in Q2 2024, an estimated $64.9K.
  • Intuitive Surgical made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #163 holding.
  • Buckingham Strategic Wealth first reported a position in Intuitive Surgical in Q2 2017 and has held it in 22 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.